+70.5%
DOCN vs VIAV
+76.7%
-6.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.3% | -5.7% | -1.8% |
| 7D | -19.2% | -4.8% | -14.3% | -17.0% |
| 30D | -43.1% | -38.5% | -4.6% | -26.7% |
| 3M | -40.7% | -29.9% | -10.8% | -29.4% |
| 6M | -55.0% | -46.3% | -8.7% | -40.6% |
| YTD | +50.6% | +59.8% | -9.1% | +2.7% |
| 1Y | +54.0% | +62.3% | -8.4% | +3.8% |
| 3Y | +203.9% | +243.0% | -39.1% | +13.7% |
| 5Y | -29.4% | +80.3% | -109.7% | -52.3% |
| All | +70.5% | +76.7% | -6.2% | +18.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling