+3,239.6%
VIAV vs HRB
+1,168.4%
+2,071.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.6% |
| 7D | +13.6% | -10.6% | +24.2% | +17.3% |
| 30D | +5.3% | -0.8% | +6.1% | +4.8% |
| 3M | -15.6% | +19.1% | -34.7% | -22.3% |
| 6M | +34.0% | +48.7% | -14.7% | +10.9% |
| YTD | +119.9% | +7.1% | +112.8% | +102.2% |
| 1Y | +235.2% | -8.3% | +243.5% | +224.1% |
| 3Y | +299.8% | +25.8% | +274.0% | +233.7% |
| 5Y | +140.1% | +111.1% | +29.0% | +58.2% |
| 10Y | +420.3% | +206.6% | +213.7% | +164.2% |
| All | +3,239.6% | +1,168.4% | +2,071.2% | +668.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling