+104.4%
VIAV vs HAS
+51.6%
+52.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.8% | -3.2% |
| 7D | +3.2% | +3.3% | -0.1% | +2.3% |
| 30D | -31.8% | +30.5% | -62.3% | -37.2% |
| 3M | -16.6% | +29.9% | -46.5% | -23.3% |
| 6M | -39.4% | +26.5% | -66.0% | -44.2% |
| YTD | +74.0% | +51.9% | +22.1% | +50.1% |
| 1Y | +70.8% | +60.9% | +9.9% | +44.7% |
| 3Y | +295.5% | +215.0% | +80.5% | +156.1% |
| All | +104.4% | +51.6% | +52.8% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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