+634.9%
HLT vs VIAV
+468.2%
+166.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.6% | -3.6% | -0.8% |
| 7D | -1.6% | +11.2% | -12.8% | -4.2% |
| 30D | -5.0% | -10.1% | +5.1% | -3.3% |
| 3M | -10.4% | -22.9% | +12.5% | -7.0% |
| 6M | +3.2% | +28.8% | -25.5% | -8.7% |
| YTD | +6.7% | +117.5% | -110.7% | -20.4% |
| 1Y | +10.3% | +216.1% | -205.8% | -27.6% |
| 3Y | +99.3% | +292.2% | -192.9% | +17.6% |
| 5Y | +143.7% | +141.0% | +2.7% | +65.7% |
| 10Y | +584.7% | +414.6% | +170.1% | +276.2% |
| All | +634.9% | +468.2% | +166.8% | +299.3% |
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