+197.2%
VIAV vs WSM
+19.9%
+177.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.1% | +1.6% | +3.1% |
| 7D | -4.6% | -3.3% | -1.3% | -3.7% |
| 30D | -10.4% | -8.4% | -2.0% | -8.3% |
| 3M | -34.5% | +9.7% | -44.1% | -37.2% |
| 6M | +7.0% | +16.7% | -9.7% | -0.1% |
| YTD | +95.6% | +28.7% | +66.9% | +73.1% |
| 1Y | +197.2% | +13.7% | +183.5% | +171.3% |
| All | +197.2% | +19.9% | +177.3% | +171.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling