+55.8%
DOCS vs VIAV
+217.2%
-161.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -10.5% | +6.2% | -4.4% |
| 7D | -1.3% | -21.1% | +19.7% | -1.5% |
| 30D | +19.4% | -45.4% | +64.8% | +18.7% |
| 3M | +53.4% | -32.4% | +85.8% | +52.7% |
| 6M | +28.8% | -51.3% | +80.0% | +30.0% |
| YTD | -25.1% | +47.6% | -72.7% | -35.6% |
| 1Y | -48.1% | +50.8% | -99.0% | -55.8% |
| All | +55.8% | +217.2% | -161.5% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling