Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • VIAV vs WPM✓SelectedUSD · WPMVIAV vs WPM performance historyLatest closeAs of-4.54%09/10
Stock and ETF performance explorer

VIAV vs WPM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+278.5%
WPM return
+259.8%
Excess return
+18.7%
Maximum drawdown
-41.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioWPMExcessAlpha
1D-4.5%-3.7%-0.9%-3.6%
7D+11.2%-3.6%+14.8%+12.3%
30D-2.6%+12.5%-15.1%-6.0%
3M-20.1%+40.6%-60.7%-27.9%
6M+25.8%+0.5%+25.3%+22.7%
YTD+109.9%+29.0%+80.8%+93.5%
1Y+214.3%+43.8%+170.5%+181.9%
All+278.5%+259.8%+18.7%+172.0%

Cumulative growth

Daily Returns

Daily percentage return beside WPM.

Daily Out/Under-Performance

Portfolio return minus WPM return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × WPM 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 3y: compounded portfolio wealth divided by compounded WPM 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…

3y analysis · Full analysis span regression · 6 months rolling