+287.8%
VIAV vs WU
-22.3%
+310.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.5% |
| 7D | +13.6% | -4.9% | +18.5% | +16.2% |
| 30D | +5.3% | -1.3% | +6.6% | +5.5% |
| 3M | -15.6% | -3.6% | -12.0% | -17.0% |
| 6M | +34.0% | -24.3% | +58.3% | +48.4% |
| YTD | +119.9% | -21.1% | +141.0% | +136.5% |
| 1Y | +235.2% | -10.3% | +245.5% | +232.4% |
| 3Y | +299.8% | -28.4% | +328.2% | +329.7% |
| 5Y | +140.1% | -51.2% | +191.3% | +205.5% |
| 10Y | +420.3% | -39.6% | +460.0% | +441.8% |
| All | +287.8% | -22.3% | +310.1% | +188.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling