+387.0%
VIAV vs THC
+1,021.1%
-634.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.5% | -4.2% |
| 7D | +11.2% | 0.0% | +11.2% | +11.2% |
| 30D | -2.6% | +1.5% | -4.1% | -2.9% |
| 3M | -20.1% | +59.9% | -80.0% | -27.1% |
| 6M | +25.8% | +11.0% | +14.9% | +22.1% |
| YTD | +109.9% | +32.6% | +77.3% | +96.4% |
| 1Y | +214.3% | +37.4% | +176.9% | +191.3% |
| 3Y | +281.6% | +252.5% | +29.1% | +191.2% |
| 5Y | +132.6% | +262.3% | -129.8% | +70.6% |
| All | +387.0% | +1,021.1% | -634.1% | +178.9% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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