+132.6%
VIAV vs HSY
+12.8%
+119.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.8% | -4.5% |
| 7D | +11.2% | -0.4% | +11.6% | +11.2% |
| 30D | -2.6% | -3.4% | +0.8% | -2.7% |
| 3M | -20.1% | -0.5% | -19.6% | -20.2% |
| 6M | +25.8% | -19.1% | +45.0% | +27.6% |
| YTD | +109.9% | -2.1% | +111.9% | +110.9% |
| 1Y | +214.3% | -3.2% | +217.5% | +216.2% |
| 3Y | +281.6% | -8.8% | +290.4% | +288.3% |
| 5Y | +132.6% | +13.0% | +119.6% | +126.5% |
| All | +132.6% | +12.8% | +119.8% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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