+197.2%
VIAV vs HIG
+5.1%
+192.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.8% | +3.2% |
| 7D | -4.6% | +0.3% | -4.9% | -4.4% |
| 30D | -10.4% | -3.2% | -7.2% | -10.9% |
| 3M | -34.5% | +9.1% | -43.6% | -33.7% |
| 6M | +7.0% | -1.8% | +8.7% | +11.2% |
| YTD | +95.6% | +1.8% | +93.9% | +99.0% |
| 1Y | +197.2% | +4.6% | +192.6% | +200.3% |
| All | +197.2% | +5.1% | +192.1% | +200.3% |
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