+188.9%
VIAV vs XHB
+163.2%
+25.7%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +2.1% |
| 7D | +13.6% | -1.9% | +15.5% | +14.8% |
| 30D | +5.3% | -8.3% | +13.6% | +11.3% |
| 3M | -15.6% | -7.1% | -8.5% | -12.4% |
| 6M | +34.0% | -5.3% | +39.2% | +37.3% |
| YTD | +119.9% | -3.2% | +123.1% | +120.4% |
| 1Y | +235.2% | -13.9% | +249.0% | +262.7% |
| 3Y | +299.8% | +24.9% | +274.9% | +221.4% |
| 5Y | +140.1% | +34.5% | +105.6% | +77.0% |
| 10Y | +420.3% | +215.5% | +204.9% | +96.8% |
| All | +188.9% | +163.2% | +25.7% | -13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling