+404.6%
VIAV vs XHB
+215.4%
+189.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +2.7% |
| 7D | +11.2% | -4.6% | +15.8% | +14.1% |
| 30D | -10.1% | -9.1% | -1.0% | -5.1% |
| 3M | -22.9% | -8.6% | -14.3% | -19.5% |
| 6M | +28.8% | -4.0% | +32.8% | +30.7% |
| YTD | +117.5% | -3.9% | +121.4% | +119.0% |
| 1Y | +216.1% | -16.5% | +232.5% | +245.4% |
| 3Y | +292.2% | +22.6% | +269.6% | +226.1% |
| 5Y | +141.0% | +33.9% | +107.0% | +84.4% |
| All | +404.6% | +215.4% | +189.2% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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