-27.4%
DOCN vs VIAV
+114.4%
-141.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.4% | +4.7% | +4.1% |
| 7D | +27.4% | +23.7% | +3.7% | +13.6% |
| 30D | -29.7% | -21.2% | -8.6% | -20.3% |
| 3M | -32.5% | -24.5% | -7.9% | -22.6% |
| 6M | -42.2% | -39.1% | -3.1% | -28.5% |
| YTD | +87.2% | +82.6% | +4.6% | +18.1% |
| 1Y | +86.2% | +82.7% | +3.5% | +17.2% |
| 3Y | +257.4% | +315.1% | -57.6% | +15.6% |
| 5Y | -27.4% | +113.4% | -140.8% | -49.9% |
| All | -27.4% | +114.4% | -141.7% | -49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling