+285.0%
WMB vs VIAV
+136.9%
+148.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.0% |
| 7D | 0.0% | +13.6% | -13.6% | -1.5% |
| 30D | +4.6% | +5.3% | -0.7% | +3.6% |
| 3M | +5.7% | -15.6% | +21.4% | +6.7% |
| 6M | +4.2% | +34.0% | -29.8% | -1.6% |
| YTD | +26.8% | +119.9% | -93.0% | +11.4% |
| 1Y | +34.7% | +235.2% | -200.5% | +10.6% |
| 3Y | +146.8% | +299.8% | -153.0% | +93.7% |
| 5Y | +285.0% | +140.1% | +144.9% | +223.4% |
| All | +285.0% | +136.9% | +148.1% | +223.4% |
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