+23.7%
WMB vs VIAV
+72.0%
-48.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.2% | -4.1% | -6.2% |
| 7D | -8.6% | -14.7% | +6.1% | -7.6% |
| 30D | -4.2% | -37.4% | +33.2% | -1.1% |
| 3M | -4.4% | -27.1% | +22.7% | -2.9% |
| 6M | -8.7% | -44.0% | +35.3% | -5.9% |
| YTD | +15.4% | +64.9% | -49.5% | +14.2% |
| 1Y | +23.7% | +75.3% | -51.6% | +21.1% |
| All | +23.7% | +72.0% | -48.3% | +21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling