+216.1%
VIAV vs USHY
+3.5%
+212.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.4% |
| 7D | +11.2% | -0.7% | +11.8% | +16.0% |
| 30D | -10.1% | -0.7% | -9.4% | -6.2% |
| 3M | -22.9% | +0.1% | -22.9% | -22.8% |
| 6M | +28.8% | +1.8% | +27.0% | +18.9% |
| YTD | +117.5% | +1.8% | +115.7% | +104.1% |
| 1Y | +216.1% | +3.3% | +212.8% | +182.0% |
| All | +216.1% | +3.5% | +212.6% | +182.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 1y: compounded portfolio wealth divided by compounded USHY 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…
1y analysis · Full analysis span regression · 6 months rolling