-21.4%
HCA vs VIAV
+27.0%
-48.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | -0.4% |
| 7D | +2.9% | +11.2% | -8.3% | +3.7% |
| 30D | +2.4% | -2.6% | +5.0% | +2.4% |
| 3M | +13.0% | -20.1% | +33.2% | +12.3% |
| 6M | -21.4% | +25.8% | -47.2% | -25.4% |
| All | -21.4% | +27.0% | -48.4% | -25.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling