+278.5%
VIAV vs HIG
+101.8%
+176.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.5% |
| 7D | +11.2% | -2.3% | +13.5% | +11.2% |
| 30D | -2.6% | -1.2% | -1.4% | -2.6% |
| 3M | -20.1% | +6.3% | -26.4% | -20.9% |
| 6M | +25.8% | +0.6% | +25.3% | +25.7% |
| YTD | +109.9% | +0.6% | +109.3% | +109.4% |
| 1Y | +214.3% | +6.1% | +208.2% | +210.2% |
| All | +278.5% | +101.8% | +176.8% | +218.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling