+279.6%
VIAV vs DOC
+15.7%
+263.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.7% | +7.6% | +8.0% |
| 7D | -4.8% | +6.5% | -11.3% | -6.9% |
| 30D | -38.5% | +9.2% | -47.6% | -40.6% |
| 3M | -29.9% | -2.5% | -27.4% | -29.7% |
| 6M | -46.3% | +7.1% | -53.4% | -48.3% |
| YTD | +59.8% | +33.0% | +26.8% | +40.0% |
| 1Y | +62.3% | +23.3% | +39.0% | +46.4% |
| 3Y | +243.0% | +44.9% | +198.1% | +185.2% |
| 5Y | +80.3% | -21.6% | +101.9% | +87.5% |
| All | +279.6% | +15.7% | +263.9% | +245.8% |
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