+5,917.6%
HD vs VIAV
+2,964.2%
+2,953.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.7% | +0.4% |
| 7D | -2.1% | -4.6% | +2.5% | -1.4% |
| 30D | -8.4% | -10.4% | +2.0% | -7.4% |
| 3M | +4.3% | -34.5% | +38.8% | +8.9% |
| 6M | -11.1% | +7.0% | -18.1% | -14.6% |
| YTD | -4.7% | +95.6% | -100.3% | -16.9% |
| 1Y | -19.8% | +197.2% | -217.0% | -34.6% |
| 3Y | +4.1% | +232.0% | -227.9% | -18.0% |
| 5Y | +10.3% | +102.2% | -91.9% | -7.5% |
| 10Y | +203.2% | +344.6% | -141.5% | +124.9% |
| All | +5,917.6% | +2,964.2% | +2,953.4% | +2,776.6% |
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