-6.4%
HAL vs VIAV
+295.9%
-302.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.6% | +8.7% | +3.6% |
| 7D | +6.1% | +7.9% | -1.8% | +5.2% |
| 30D | +2.9% | -20.3% | +23.2% | +4.5% |
| 3M | +3.3% | -28.5% | +31.9% | +5.6% |
| 6M | -16.9% | -42.7% | +25.8% | -13.6% |
| YTD | +21.2% | +72.4% | -51.2% | +7.3% |
| 1Y | +27.5% | +81.5% | -53.9% | +11.8% |
| 3Y | -6.4% | +293.8% | -300.3% | -33.7% |
| All | -6.4% | +295.9% | -302.3% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling