+96.9%
VIAV vs HTZ
-94.4%
+191.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.6% | -3.0% | -5.3% |
| 7D | +7.9% | -8.5% | +16.4% | +9.0% |
| 30D | -20.3% | -18.9% | -1.4% | -18.7% |
| 3M | -28.5% | -36.0% | +7.5% | -25.4% |
| 6M | -42.7% | -74.6% | +31.9% | -35.9% |
| YTD | +72.4% | -70.8% | +143.2% | +89.2% |
| 1Y | +81.5% | -75.3% | +156.7% | +101.9% |
| 3Y | +293.8% | -81.6% | +375.4% | +332.9% |
| All | +96.9% | -94.4% | +191.4% | +157.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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