+134.3%
VIAV vs HAS
+10.2%
+124.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -2.4% | +13.6% | +11.9% |
| 7D | +11.3% | -3.1% | +14.4% | +12.3% |
| 30D | -1.0% | -2.7% | +1.7% | -0.4% |
| 3M | -20.5% | +8.9% | -29.4% | -23.3% |
| 6M | +39.0% | -2.9% | +41.9% | +38.7% |
| YTD | +117.5% | +12.6% | +104.8% | +106.0% |
| 1Y | +233.8% | +17.5% | +216.3% | +211.4% |
| 3Y | +295.4% | +46.2% | +249.2% | +233.0% |
| 5Y | +134.3% | +12.6% | +121.7% | +120.2% |
| All | +134.3% | +10.2% | +124.1% | +120.2% |
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