+6.7%
HD vs VIAV
+101.3%
-94.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.6% | +5.7% | +0.5% |
| 7D | +1.5% | +7.9% | -6.4% | +0.9% |
| 30D | +18.0% | -20.3% | +38.3% | +19.7% |
| 3M | +2.8% | -28.5% | +31.3% | +4.8% |
| 6M | +17.0% | -42.7% | +59.7% | +21.3% |
| YTD | +3.5% | +72.4% | -68.9% | -13.2% |
| 1Y | -2.6% | +81.5% | -84.0% | -19.4% |
| 3Y | +30.7% | +293.8% | -263.1% | -14.8% |
| All | +6.7% | +101.3% | -94.6% | -15.0% |
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