+3,087.8%
VIAV vs WY
+306.3%
+2,781.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.7% | -1.9% | -3.2% |
| 7D | +11.2% | -3.7% | +14.9% | +13.3% |
| 30D | -2.6% | -11.3% | +8.7% | +3.2% |
| 3M | -20.1% | -8.1% | -12.0% | -17.6% |
| 6M | +25.8% | -7.4% | +33.3% | +29.2% |
| YTD | +109.9% | -4.7% | +114.6% | +110.6% |
| 1Y | +214.3% | -9.2% | +223.5% | +222.8% |
| 3Y | +281.6% | -24.7% | +306.3% | +322.0% |
| 5Y | +132.6% | -21.6% | +154.1% | +145.5% |
| 10Y | +396.7% | +6.7% | +390.0% | +295.8% |
| All | +3,087.8% | +306.3% | +2,781.5% | +1,174.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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