+309.0%
VIAV vs DOC
+21.1%
+287.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +1.8% | +10.6% | +11.7% |
| 7D | +15.0% | +5.9% | +9.2% | +12.9% |
| 30D | -29.7% | +10.3% | -39.9% | -32.4% |
| 3M | -18.3% | -2.2% | -16.1% | -18.1% |
| 6M | -37.6% | +8.2% | -45.8% | -40.1% |
| YTD | +79.5% | +35.4% | +44.1% | +56.3% |
| 1Y | +79.6% | +23.6% | +55.9% | +61.9% |
| 3Y | +310.0% | +57.3% | +252.7% | +230.3% |
| 5Y | +105.9% | -19.6% | +125.5% | +112.4% |
| 10Y | +309.0% | +20.8% | +288.1% | +263.0% |
| All | +309.0% | +21.1% | +287.9% | +263.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling