+4.5%
HD vs VIAV
+128.3%
-123.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.5% | +3.0% | -1.1% |
| 7D | -3.9% | +11.2% | -15.1% | -5.0% |
| 30D | -13.1% | -2.6% | -10.5% | -13.3% |
| 3M | -3.4% | -20.1% | +16.7% | -2.1% |
| 6M | -12.6% | +25.8% | -38.4% | -18.7% |
| YTD | -9.2% | +109.9% | -119.1% | -24.4% |
| 1Y | -23.9% | +214.3% | -238.2% | -42.6% |
| 3Y | +0.4% | +281.6% | -281.2% | -30.1% |
| 5Y | +4.5% | +132.6% | -128.1% | -16.4% |
| All | +4.5% | +128.3% | -123.8% | -16.4% |
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 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