+1,813.6%
VIAV vs HBM
+654.4%
+1,159.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +5.8% | +5.4% | +9.8% |
| 7D | +11.3% | +7.4% | +4.0% | +9.5% |
| 30D | -1.0% | +5.1% | -6.1% | -2.1% |
| 3M | -20.5% | +11.1% | -31.6% | -22.5% |
| 6M | +39.0% | +30.2% | +8.8% | +30.0% |
| YTD | +117.5% | +46.2% | +71.2% | +96.5% |
| 1Y | +233.8% | +120.0% | +113.7% | +173.2% |
| 3Y | +295.4% | +527.4% | -232.0% | +144.0% |
| 5Y | +134.3% | +400.4% | -266.1% | +40.8% |
| 10Y | +398.7% | +621.5% | -222.8% | +115.1% |
| All | +1,813.6% | +654.4% | +1,159.2% | +469.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling