+87.1%
DOCN vs VIAV
+92.5%
-5.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +3.2% |
| 7D | -12.1% | +3.2% | -15.3% | -13.3% |
| 30D | -41.0% | -31.8% | -9.2% | -28.2% |
| 3M | -38.7% | -16.6% | -22.1% | -33.1% |
| 6M | -51.5% | -39.4% | -12.1% | -40.0% |
| YTD | +65.3% | +74.0% | -8.8% | +7.5% |
| 1Y | +53.9% | +70.8% | -16.9% | +1.1% |
| 3Y | +215.6% | +295.5% | -80.0% | +7.5% |
| 5Y | -26.2% | +103.3% | -129.5% | -53.1% |
| All | +87.1% | +92.5% | -5.4% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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