+60.3%
DOCS vs VIAV
+294.8%
-234.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +12.3% | -11.2% | +1.2% |
| 7D | 0.0% | +15.0% | -15.0% | +0.1% |
| 30D | +7.8% | -29.7% | +37.4% | +7.3% |
| 3M | +20.0% | -18.3% | +38.3% | +19.7% |
| 6M | +26.5% | -37.6% | +64.1% | +27.2% |
| YTD | -25.8% | +79.5% | -105.2% | -36.0% |
| 1Y | -39.5% | +79.6% | -119.0% | -47.9% |
| 3Y | +60.3% | +310.0% | -249.7% | +11.0% |
| All | +60.3% | +294.8% | -234.5% | +11.0% |
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