+75.3%
VIAV vs HIG
+12.7%
+62.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.6% | -0.3% |
| 7D | -14.7% | +6.2% | -20.9% | -10.2% |
| 30D | -37.4% | +9.4% | -46.8% | -32.8% |
| 3M | -27.1% | -2.3% | -24.8% | -26.1% |
| 6M | -44.0% | +4.2% | -48.2% | -41.6% |
| YTD | +64.9% | +1.6% | +63.3% | +70.3% |
| 1Y | +75.3% | +9.9% | +65.4% | +78.2% |
| All | +75.3% | +12.7% | +62.6% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling