-52.9%
DOCS vs VIAV
+101.3%
-154.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.6% | +6.0% | +1.1% |
| 7D | +2.6% | +7.9% | -5.3% | +1.5% |
| 30D | +11.4% | -20.3% | +31.7% | +13.9% |
| 3M | +25.4% | -28.5% | +53.9% | +28.9% |
| 6M | +42.5% | -42.7% | +85.3% | +49.7% |
| YTD | -24.7% | +72.4% | -97.1% | -45.8% |
| 1Y | -32.9% | +81.5% | -114.4% | -52.9% |
| 3Y | +39.6% | +293.8% | -254.2% | -35.6% |
| All | -52.9% | +101.3% | -154.2% | -61.9% |
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