+139.6%
VIAV vs WPM
+263.6%
-124.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.1% | +1.5% | +3.2% |
| 7D | +11.2% | -0.6% | +11.7% | +11.3% |
| 30D | -10.1% | +14.4% | -24.5% | -12.9% |
| 3M | -22.9% | +37.0% | -59.9% | -28.4% |
| 6M | +28.8% | +4.1% | +24.7% | +25.5% |
| YTD | +117.5% | +31.7% | +85.7% | +103.5% |
| 1Y | +216.1% | +44.2% | +171.9% | +190.7% |
| 3Y | +292.2% | +265.5% | +26.7% | +213.0% |
| All | +139.6% | +263.6% | -124.0% | +91.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling