-37.4%
DOCS vs VIAV
+75.4%
-112.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +12.3% | -11.2% | +2.4% |
| 7D | 0.0% | +15.0% | -15.0% | +1.7% |
| 30D | +7.8% | -29.7% | +37.4% | +3.5% |
| 3M | +20.0% | -18.3% | +38.3% | +18.5% |
| 6M | +26.5% | -37.6% | +64.1% | +23.9% |
| YTD | -25.8% | +79.5% | -105.2% | -31.2% |
| All | -37.4% | +75.4% | -112.9% | -41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling