-38.8%
DOCS vs VIAV
+77.5%
-116.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.7% | -1.0% |
| 7D | -0.6% | +3.2% | -3.7% | -1.1% |
| 30D | +6.3% | -31.8% | +38.1% | +10.8% |
| 3M | +26.5% | -16.6% | +43.1% | +26.7% |
| 6M | +24.8% | -39.4% | +64.2% | +29.4% |
| YTD | -26.8% | +74.0% | -100.8% | -47.1% |
| 1Y | -38.3% | +70.8% | -109.1% | -55.4% |
| 3Y | +36.0% | +295.5% | -259.5% | -36.0% |
| 5Y | -55.0% | +103.3% | -158.3% | -67.3% |
| All | -38.8% | +77.5% | -116.3% | -52.1% |
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