+3,592.7%
WMB vs VIAV
+3,306.1%
+286.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +11.2% | -8.9% | +0.3% |
| 7D | +0.8% | +11.3% | -10.5% | -1.2% |
| 30D | +7.7% | -1.0% | +8.7% | +7.3% |
| 3M | +6.7% | -20.5% | +27.2% | +9.2% |
| 6M | +3.6% | +39.0% | -35.4% | -5.2% |
| YTD | +28.0% | +117.5% | -89.5% | +6.8% |
| 1Y | +37.6% | +233.8% | -196.1% | +5.6% |
| 3Y | +149.0% | +295.4% | -146.4% | +80.9% |
| 5Y | +285.3% | +134.3% | +151.0% | +202.4% |
| 10Y | +302.1% | +398.7% | -96.6% | +173.5% |
| All | +3,592.7% | +3,306.1% | +286.6% | +1,684.6% |
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