+111.9%
HAL vs VIAV
+136.9%
-25.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.8% |
| 7D | -1.3% | +13.6% | -14.9% | -3.0% |
| 30D | +10.9% | +5.3% | +5.6% | +9.6% |
| 3M | -5.8% | -15.6% | +9.8% | -4.8% |
| 6M | +8.1% | +34.0% | -25.9% | +0.4% |
| YTD | +33.2% | +119.9% | -86.7% | +11.8% |
| 1Y | +74.2% | +235.2% | -161.0% | +32.9% |
| 3Y | -3.7% | +299.8% | -303.5% | -30.6% |
| 5Y | +111.9% | +140.1% | -28.2% | +67.8% |
| All | +111.9% | +136.9% | -25.0% | +67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling