+139.6%
VIAV vs FHN
+88.4%
+51.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +3.7% |
| 7D | +11.2% | -1.2% | +12.4% | +11.5% |
| 30D | -10.1% | -4.8% | -5.3% | -8.9% |
| 3M | -22.9% | -0.7% | -22.1% | -22.7% |
| 6M | +28.8% | +10.6% | +18.2% | +25.6% |
| YTD | +117.5% | +4.6% | +112.9% | +115.4% |
| 1Y | +216.1% | +11.4% | +204.7% | +207.9% |
| 3Y | +292.2% | +132.3% | +159.9% | +233.1% |
| All | +139.6% | +88.4% | +51.2% | +97.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling