+290.8%
VIAV vs DOC
+21.2%
+269.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.5% |
| 7D | +7.9% | -0.9% | +8.8% | +8.3% |
| 30D | -20.3% | +7.7% | -28.1% | -22.8% |
| 3M | -28.5% | -2.0% | -26.5% | -28.5% |
| 6M | -42.7% | +5.9% | -48.6% | -44.6% |
| YTD | +72.4% | +31.8% | +40.6% | +51.5% |
| 1Y | +81.5% | +22.5% | +58.9% | +63.9% |
| 3Y | +293.8% | +54.7% | +239.1% | +218.9% |
| 5Y | +101.4% | -21.3% | +122.8% | +109.3% |
| All | +290.8% | +21.2% | +269.6% | +253.0% |
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