+3,393.1%
WMT vs VIAV
+3,343.9%
+49.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.3% |
| 7D | -0.2% | +13.6% | -13.8% | -1.3% |
| 30D | -5.8% | +5.3% | -11.2% | -6.4% |
| 3M | -10.8% | -15.6% | +4.9% | -10.3% |
| 6M | -14.3% | +34.0% | -48.3% | -17.5% |
| YTD | -4.4% | +119.9% | -124.3% | -11.9% |
| 1Y | +4.3% | +235.2% | -230.8% | -7.3% |
| 3Y | +100.1% | +299.8% | -199.7% | +73.5% |
| 5Y | +130.8% | +140.1% | -9.2% | +106.6% |
| 10Y | +433.7% | +420.3% | +13.4% | +343.1% |
| All | +3,393.1% | +3,343.9% | +49.2% | +2,090.4% |
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 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