-73.2%
DOCS vs VIAV
+103.0%
-176.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.7% | -6.4% | -3.3% |
| 7D | -1.4% | -4.6% | +3.2% | -0.8% |
| 30D | +21.8% | -10.4% | +32.2% | +22.6% |
| 3M | +27.3% | -34.5% | +61.8% | +34.1% |
| 6M | -0.3% | +7.0% | -7.3% | -10.4% |
| YTD | -40.5% | +95.6% | -136.1% | -57.0% |
| 1Y | -61.5% | +197.2% | -258.7% | -76.9% |
| 3Y | +8.2% | +232.0% | -223.8% | -39.2% |
| All | -73.2% | +103.0% | -176.2% | -78.9% |
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