+139.6%
VIAV vs HRB
+114.1%
+25.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.6% |
| 7D | +11.2% | -8.0% | +19.2% | +11.2% |
| 30D | -10.1% | -16.0% | +5.8% | -9.9% |
| 3M | -22.9% | +26.9% | -49.7% | -23.7% |
| 6M | +28.8% | +51.1% | -22.3% | +24.7% |
| YTD | +117.5% | +7.1% | +110.4% | +121.1% |
| 1Y | +216.1% | -9.6% | +225.7% | +230.2% |
| 3Y | +292.2% | +25.4% | +266.8% | +275.6% |
| All | +139.6% | +114.1% | +25.6% | +113.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling