+681.6%
VIAV vs HIG
+987.6%
-306.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.9% |
| 7D | +13.6% | -0.5% | +14.0% | +13.6% |
| 30D | +5.3% | -2.8% | +8.2% | +6.0% |
| 3M | -15.6% | +6.3% | -22.0% | -18.1% |
| 6M | +34.0% | -0.1% | +34.1% | +32.3% |
| YTD | +119.9% | +0.4% | +119.4% | +116.6% |
| 1Y | +235.2% | +6.2% | +228.9% | +223.3% |
| 3Y | +299.8% | +101.6% | +198.2% | +205.0% |
| 5Y | +140.1% | +119.8% | +20.2% | +76.2% |
| 10Y | +420.3% | +311.7% | +108.6% | +192.3% |
| All | +681.6% | +987.6% | -306.0% | +65.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling