+16,540.8%
WDC vs VIAV
+3,306.1%
+13,234.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +11.2% | -9.0% | -1.2% |
| 7D | +6.0% | +11.3% | -5.3% | +2.5% |
| 30D | +9.9% | -1.0% | +10.9% | +10.0% |
| 3M | -9.4% | -20.5% | +11.1% | -2.9% |
| 6M | +94.7% | +39.0% | +55.7% | +76.2% |
| YTD | +177.4% | +117.5% | +59.9% | +117.7% |
| 1Y | +412.6% | +233.8% | +178.8% | +252.9% |
| 3Y | +1,359.8% | +295.4% | +1,064.4% | +833.0% |
| 5Y | +992.6% | +134.3% | +858.3% | +703.6% |
| 10Y | +1,245.5% | +398.7% | +846.8% | +708.7% |
| All | +16,540.8% | +3,306.1% | +13,234.7% | +4,218.1% |
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