+404.6%
VIAV vs HRB
+209.1%
+195.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.5% |
| 7D | +11.2% | -8.0% | +19.2% | +12.6% |
| 30D | -10.1% | -16.0% | +5.8% | -7.7% |
| 3M | -22.9% | +26.9% | -49.7% | -27.2% |
| 6M | +28.8% | +51.1% | -22.3% | +15.0% |
| YTD | +117.5% | +7.1% | +110.4% | +110.0% |
| 1Y | +216.1% | -9.6% | +225.7% | +217.7% |
| 3Y | +292.2% | +25.4% | +266.8% | +252.0% |
| 5Y | +141.0% | +114.9% | +26.1% | +80.5% |
| All | +404.6% | +209.1% | +195.4% | +225.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling