+290.8%
VIAV vs HDB
+63.5%
+227.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.1% | -5.7% |
| 7D | +7.9% | +2.7% | +5.2% | +7.2% |
| 30D | -20.3% | +14.1% | -34.5% | -23.4% |
| 3M | -28.5% | +11.8% | -40.4% | -31.0% |
| 6M | -42.7% | +8.2% | -50.9% | -44.6% |
| YTD | +72.4% | -29.3% | +101.7% | +88.4% |
| 1Y | +81.5% | -28.8% | +110.2% | +97.8% |
| 3Y | +293.8% | -7.5% | +301.3% | +288.5% |
| 5Y | +101.4% | -23.1% | +124.5% | +106.6% |
| All | +290.8% | +63.5% | +227.3% | +212.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling