+25.6%
HAL vs VIAV
+72.0%
-46.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -3.0% |
| 7D | -7.7% | -14.7% | +7.0% | -7.1% |
| 30D | +0.7% | -37.4% | +38.0% | +2.6% |
| 3M | +2.5% | -27.1% | +29.6% | +3.5% |
| 6M | -20.7% | -44.0% | +23.3% | -18.7% |
| YTD | +18.4% | +64.9% | -46.5% | +17.9% |
| 1Y | +25.6% | +75.3% | -49.7% | +24.7% |
| All | +25.6% | +72.0% | -46.4% | +24.7% |
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 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