+139.6%
VIAV vs HBM
+327.6%
-188.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +3.7% |
| 7D | +11.2% | -3.3% | +14.5% | +12.1% |
| 30D | -10.1% | -4.8% | -5.3% | -9.1% |
| 3M | -22.9% | -0.4% | -22.4% | -23.0% |
| 6M | +28.8% | +17.9% | +10.9% | +24.3% |
| YTD | +117.5% | +33.7% | +83.7% | +104.2% |
| 1Y | +216.1% | +95.6% | +120.5% | +177.6% |
| 3Y | +292.2% | +458.1% | -165.9% | +184.7% |
| All | +139.6% | +327.6% | -188.0% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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