+250.3%
PH vs VIAV
+128.3%
+122.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.5% | +2.9% | -0.6% |
| 7D | -3.1% | +11.2% | -14.3% | -5.5% |
| 30D | -11.8% | -2.6% | -9.2% | -11.9% |
| 3M | +6.9% | -20.1% | +27.0% | +10.1% |
| 6M | -1.3% | +25.8% | -27.1% | -11.7% |
| YTD | +7.0% | +109.9% | -102.9% | -18.4% |
| 1Y | +23.1% | +214.3% | -191.2% | -17.9% |
| 3Y | +135.4% | +281.6% | -146.3% | +43.4% |
| 5Y | +250.3% | +132.6% | +117.8% | +146.2% |
| All | +250.3% | +128.3% | +122.0% | +146.2% |
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