+18.3%
HYG vs VIAV
+139.8%
-121.5%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.6% | -3.6% | -0.2% |
| 7D | -0.7% | +11.2% | -11.9% | -1.3% |
| 30D | -0.7% | -10.1% | +9.4% | -0.3% |
| 3M | -0.2% | -22.9% | +22.7% | +0.8% |
| 6M | +1.4% | +28.8% | -27.4% | -1.6% |
| YTD | +1.5% | +117.5% | -116.0% | -6.0% |
| 1Y | +2.9% | +216.1% | -213.2% | -8.1% |
| 3Y | +25.6% | +292.2% | -266.6% | +8.5% |
| All | +18.3% | +139.8% | -121.5% | +7.5% |
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