+957.1%
WDC vs VIAV
+128.3%
+828.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.5% | +0.1% | -2.3% |
| 7D | +4.4% | +11.2% | -6.8% | -0.7% |
| 30D | +5.3% | -2.6% | +7.9% | +6.2% |
| 3M | -5.9% | -20.1% | +14.2% | +3.3% |
| 6M | +73.2% | +25.8% | +47.4% | +56.7% |
| YTD | +167.8% | +109.9% | +58.0% | +93.0% |
| 1Y | +386.0% | +214.3% | +171.7% | +196.0% |
| 3Y | +1,309.7% | +281.6% | +1,028.1% | +671.0% |
| 5Y | +957.1% | +132.6% | +824.5% | +613.7% |
| All | +957.1% | +128.3% | +828.8% | +613.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling