+216.1%
VIAV vs HIG
+5.5%
+210.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.5% |
| 7D | +11.2% | -1.5% | +12.6% | +10.5% |
| 30D | -10.1% | -0.4% | -9.8% | -10.0% |
| 3M | -22.9% | +6.7% | -29.5% | -22.1% |
| 6M | +28.8% | +2.0% | +26.8% | +30.9% |
| YTD | +117.5% | +0.3% | +117.2% | +120.0% |
| 1Y | +216.1% | +4.2% | +211.9% | +213.2% |
| All | +216.1% | +5.5% | +210.6% | +213.2% |
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