+48.7%
WM vs VIAV
+295.9%
-247.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.6% | +5.5% | -0.4% |
| 7D | +3.2% | +7.9% | -4.7% | +3.7% |
| 30D | +13.0% | -20.3% | +33.3% | +12.2% |
| 3M | +9.2% | -28.5% | +37.8% | +8.3% |
| 6M | +13.6% | -42.7% | +56.4% | +12.7% |
| YTD | +12.4% | +72.4% | -60.0% | +12.0% |
| 1Y | +21.2% | +81.5% | -60.2% | +20.7% |
| 3Y | +48.7% | +293.8% | -245.2% | +41.7% |
| All | +48.7% | +295.9% | -247.2% | +41.7% |
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 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