+1,729.1%
HCA vs VIAV
+212.1%
+1,517.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +0.8% |
| 7D | +2.9% | +11.2% | -8.3% | +0.5% |
| 30D | +2.4% | -2.6% | +5.0% | +2.2% |
| 3M | +13.0% | -20.1% | +33.2% | +15.5% |
| 6M | -21.4% | +25.8% | -47.2% | -29.8% |
| YTD | -9.5% | +109.9% | -119.3% | -30.4% |
| 1Y | +7.5% | +214.3% | -206.8% | -26.8% |
| 3Y | +57.6% | +281.6% | -224.0% | -2.8% |
| 5Y | +71.1% | +132.6% | -61.5% | +19.9% |
| 10Y | +498.8% | +396.7% | +102.1% | +241.2% |
| All | +1,729.1% | +212.1% | +1,517.0% | +870.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling