+293.4%
WBD vs VIAV
+470.2%
-176.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.9% | -1.0% |
| 7D | -1.7% | +13.6% | -15.3% | -5.0% |
| 30D | +3.9% | +5.3% | -1.5% | +1.6% |
| 3M | +5.1% | -15.6% | +20.7% | +6.9% |
| 6M | +0.6% | +34.0% | -33.4% | -11.9% |
| YTD | -3.2% | +119.9% | -123.0% | -27.4% |
| 1Y | +127.7% | +235.2% | -107.5% | +50.4% |
| 3Y | +146.6% | +299.8% | -153.2% | +52.1% |
| 5Y | +4.2% | +140.1% | -135.9% | -26.7% |
| 10Y | +13.7% | +420.3% | -406.6% | -35.3% |
| All | +293.4% | +470.2% | -176.8% | +61.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling