+404.6%
VIAV vs HDB
+42.1%
+362.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.9% | -3.3% | +1.7% |
| 7D | +11.2% | +0.7% | +10.5% | +10.8% |
| 30D | -10.1% | +1.0% | -11.1% | -10.6% |
| 3M | -22.9% | -2.0% | -20.9% | -23.2% |
| 6M | +28.8% | -18.1% | +46.9% | +34.8% |
| YTD | +117.5% | -36.1% | +153.6% | +144.9% |
| 1Y | +216.1% | -34.0% | +250.1% | +251.8% |
| 3Y | +292.2% | -26.7% | +318.9% | +315.2% |
| 5Y | +141.0% | -33.9% | +174.9% | +158.5% |
| All | +404.6% | +42.1% | +362.5% | +313.0% |
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