+387.0%
VIAV vs FHN
+129.4%
+257.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.3% | -4.8% |
| 7D | +11.2% | -0.8% | +12.0% | +11.4% |
| 30D | -2.6% | -2.6% | 0.0% | -1.7% |
| 3M | -20.1% | +0.8% | -21.0% | -20.4% |
| 6M | +25.8% | +9.2% | +16.6% | +22.4% |
| YTD | +109.9% | +5.1% | +104.8% | +107.0% |
| 1Y | +214.3% | +12.2% | +202.1% | +202.9% |
| 3Y | +281.6% | +132.4% | +149.2% | +190.7% |
| 5Y | +132.6% | +91.1% | +41.5% | +73.2% |
| All | +387.0% | +129.4% | +257.5% | +180.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 10y: compounded portfolio wealth divided by compounded FHN 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…
10y analysis · Full analysis span regression · 6 months rolling