+345.2%
VIAV vs DOC
-2.1%
+347.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.8% | +5.5% | +4.3% |
| 7D | -4.6% | -1.5% | -3.1% | -4.1% |
| 30D | -10.4% | -4.8% | -5.6% | -8.9% |
| 3M | -34.5% | +6.9% | -41.4% | -36.6% |
| 6M | +7.0% | +20.7% | -13.8% | -1.6% |
| YTD | +95.6% | +34.1% | +61.5% | +72.0% |
| 1Y | +197.2% | +22.6% | +174.5% | +170.0% |
| 3Y | +232.0% | +20.8% | +211.2% | +198.0% |
| 5Y | +102.2% | -24.9% | +127.1% | +114.8% |
| All | +345.2% | -2.1% | +347.3% | +328.4% |
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