+25.0%
HL vs VIAV
+72.0%
-47.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -2.2% | +15.4% | +13.7% |
| 7D | +0.2% | -14.7% | +14.9% | +4.1% |
| 30D | -12.1% | -37.4% | +25.3% | -2.1% |
| 3M | -2.8% | -27.1% | +24.3% | +3.2% |
| 6M | -14.9% | -44.0% | +29.1% | -4.2% |
| YTD | -22.0% | +64.9% | -86.9% | -36.6% |
| 1Y | +25.0% | +75.3% | -50.3% | -4.9% |
| All | +25.0% | +72.0% | -47.0% | -4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling