-55.0%
DOCS vs VIAV
+101.0%
-156.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +10.7% |
| 3M | +26.5% | -16.6% | +43.1% | +26.7% |
| 6M | +24.8% | -39.4% | +64.2% | +29.3% |
| YTD | -26.8% | +74.0% | -100.8% | -47.2% |
| 1Y | -38.3% | +70.8% | -109.1% | -55.5% |
| 3Y | +36.0% | +295.5% | -259.5% | -36.6% |
| 5Y | -55.0% | +103.3% | -158.3% | -62.9% |
| All | -55.0% | +101.0% | -156.0% | -62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling