+70.8%
VIAV vs DOC
+22.2%
+48.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -3.2% |
| 7D | +3.2% | +4.3% | -1.2% | +3.9% |
| 30D | -31.8% | +9.2% | -40.9% | -30.6% |
| 3M | -16.6% | -0.8% | -15.8% | -15.5% |
| 6M | -39.4% | +7.1% | -46.5% | -39.4% |
| YTD | +74.0% | +34.0% | +40.0% | +71.4% |
| 1Y | +70.8% | +23.2% | +47.6% | +71.7% |
| All | +70.8% | +22.2% | +48.5% | +71.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling