+216.9%
VIAV vs DOC
+43.2%
+173.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -0.2% | -10.2% | -10.4% |
| 7D | -21.1% | +6.2% | -27.3% | -22.0% |
| 30D | -45.4% | +6.5% | -51.8% | -46.1% |
| 3M | -32.4% | -6.2% | -26.2% | -31.3% |
| 6M | -51.3% | +25.6% | -76.9% | -55.1% |
| YTD | +47.6% | +32.1% | +15.5% | +32.7% |
| 1Y | +50.8% | +20.3% | +30.5% | +40.7% |
| All | +216.9% | +43.2% | +173.7% | +151.3% |
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