+3.2%
HAL vs VIAV
+401.3%
-398.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.5% | +1.7% | -1.5% |
| 7D | -3.3% | +11.2% | -14.5% | -6.5% |
| 30D | +7.2% | -2.6% | +9.8% | +6.8% |
| 3M | -8.8% | -20.1% | +11.3% | -5.6% |
| 6M | +3.0% | +25.8% | -22.9% | -11.6% |
| YTD | +29.4% | +109.9% | -80.5% | -11.2% |
| 1Y | +62.8% | +214.3% | -151.5% | -7.2% |
| 3Y | -6.4% | +281.6% | -288.1% | -53.8% |
| 5Y | +103.6% | +132.6% | -29.0% | +22.2% |
| All | +3.2% | +401.3% | -398.1% | -49.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling