+142.1%
WBD vs VIAV
+293.0%
-150.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.6% | -4.2% | -1.2% |
| 7D | -0.7% | +11.2% | -11.9% | -2.7% |
| 30D | +1.4% | -10.1% | +11.5% | +2.8% |
| 3M | +4.4% | -22.9% | +27.3% | +8.0% |
| 6M | +0.8% | +28.8% | -28.0% | -10.0% |
| YTD | -2.7% | +117.5% | -120.2% | -28.1% |
| 1Y | +73.4% | +216.1% | -142.7% | +9.5% |
| 3Y | +142.1% | +292.2% | -150.1% | +26.4% |
| All | +142.1% | +293.0% | -150.9% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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