-3.8%
HAL vs VIAV
+297.4%
-301.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.8% |
| 7D | -1.3% | +13.6% | -14.9% | -2.6% |
| 30D | +10.9% | +5.3% | +5.6% | +9.9% |
| 3M | -5.8% | -15.6% | +9.8% | -4.9% |
| 6M | +8.1% | +34.0% | -25.9% | +2.2% |
| YTD | +33.2% | +119.9% | -86.7% | +16.3% |
| 1Y | +74.2% | +235.2% | -161.0% | +39.9% |
| All | -3.8% | +297.4% | -301.1% | -20.6% |
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 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