+470.2%
VIAV vs WPM
+6,037.2%
-5,567.0%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.9% |
| 7D | +13.6% | +3.9% | +9.7% | +12.6% |
| 30D | +5.3% | +17.7% | -12.4% | +1.3% |
| 3M | -15.6% | +39.4% | -55.0% | -22.0% |
| 6M | +34.0% | +6.4% | +27.6% | +31.1% |
| YTD | +119.9% | +34.0% | +85.9% | +103.8% |
| 1Y | +235.2% | +50.5% | +184.6% | +202.3% |
| 3Y | +299.8% | +280.3% | +19.5% | +191.0% |
| 5Y | +140.1% | +266.3% | -126.3% | +71.9% |
| 10Y | +420.3% | +550.8% | -130.5% | +204.3% |
| All | +470.2% | +6,037.2% | -5,567.0% | +82.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling