+2,141.7%
VIAV vs DOC
+1,115.9%
+1,025.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -0.2% | -10.2% | -10.4% |
| 7D | -21.1% | +6.2% | -27.3% | -23.3% |
| 30D | -45.4% | +6.5% | -51.8% | -47.3% |
| 3M | -32.4% | -6.2% | -26.2% | -31.2% |
| 6M | -51.3% | +25.6% | -76.9% | -57.4% |
| YTD | +47.6% | +32.1% | +15.5% | +25.4% |
| 1Y | +50.8% | +20.3% | +30.5% | +33.7% |
| 3Y | +216.5% | +42.7% | +173.7% | +153.8% |
| 5Y | +66.6% | -22.2% | +88.7% | +74.0% |
| 10Y | +260.3% | +16.5% | +243.7% | +184.5% |
| All | +2,141.7% | +1,115.9% | +1,025.8% | +493.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling