+278.5%
VIAV vs WU
-29.2%
+307.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.5% |
| 7D | +11.2% | -5.0% | +16.2% | +11.7% |
| 30D | -2.6% | -2.3% | -0.3% | -2.6% |
| 3M | -20.1% | -3.2% | -16.9% | -21.4% |
| 6M | +25.8% | -25.0% | +50.9% | +29.6% |
| YTD | +109.9% | -21.7% | +131.5% | +113.7% |
| 1Y | +214.3% | -9.0% | +223.2% | +207.2% |
| All | +278.5% | -29.2% | +307.7% | +272.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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