+243.4%
VIAV vs DOC
+20.8%
+222.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.8% | +5.5% | +4.1% |
| 7D | -4.6% | -1.5% | -3.1% | -4.2% |
| 30D | -10.4% | -4.8% | -5.6% | -9.3% |
| 3M | -34.5% | +6.9% | -41.4% | -36.4% |
| 6M | +7.0% | +20.7% | -13.8% | -0.1% |
| YTD | +95.6% | +34.1% | +61.5% | +74.7% |
| 1Y | +197.2% | +22.6% | +174.5% | +174.3% |
| All | +243.4% | +20.8% | +222.7% | +196.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling