+139.6%
VIAV vs WING
-33.2%
+172.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.0% | -2.3% | +3.2% |
| 7D | +11.2% | +7.2% | +3.9% | +10.6% |
| 30D | -10.1% | +4.8% | -14.9% | -10.6% |
| 3M | -22.9% | -23.7% | +0.8% | -21.6% |
| 6M | +28.8% | -43.6% | +72.4% | +34.3% |
| YTD | +117.5% | -50.6% | +168.0% | +127.8% |
| 1Y | +216.1% | -57.0% | +273.1% | +235.7% |
| 3Y | +292.2% | -28.3% | +320.5% | +256.3% |
| All | +139.6% | -33.2% | +172.8% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling