+7,529.8%
WELL vs VIAV
+3,306.1%
+4,223.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.2% | -10.7% | -0.7% |
| 7D | -1.3% | +11.3% | -12.6% | -2.5% |
| 30D | +0.5% | -1.0% | +1.5% | +0.3% |
| 3M | +19.1% | -20.5% | +39.6% | +20.6% |
| 6M | +17.0% | +39.0% | -22.0% | +10.7% |
| YTD | +29.2% | +117.5% | -88.3% | +15.9% |
| 1Y | +42.1% | +233.8% | -191.6% | +21.2% |
| 3Y | +204.5% | +295.4% | -90.9% | +151.1% |
| 5Y | +211.0% | +134.3% | +76.7% | +168.5% |
| 10Y | +337.6% | +398.7% | -61.1% | +250.2% |
| All | +7,529.8% | +3,306.1% | +4,223.7% | +4,832.9% |
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