+224.0%
VIAV vs DOCU
+104.4%
+119.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | +3.2% | -3.4% | +6.6% | +3.7% |
| 30D | -31.8% | +9.3% | -41.0% | -32.7% |
| 3M | -16.6% | +30.2% | -46.9% | -20.2% |
| 6M | -39.4% | +62.1% | -101.6% | -44.5% |
| YTD | +74.0% | +13.5% | +60.5% | +67.4% |
| 1Y | +70.8% | +11.5% | +59.3% | +64.6% |
| 3Y | +295.5% | +89.5% | +206.0% | +239.0% |
| 5Y | +103.3% | -69.6% | +173.0% | +109.3% |
| All | +224.0% | +104.4% | +119.7% | +155.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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