+197.5%
VIAV vs DOCU
+104.2%
+93.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.7% | +9.9% | +8.5% |
| 7D | -4.8% | -5.5% | +0.7% | -4.2% |
| 30D | -38.5% | +12.6% | -51.1% | -39.5% |
| 3M | -29.9% | +36.4% | -66.3% | -33.3% |
| 6M | -46.3% | +66.8% | -113.1% | -51.0% |
| YTD | +59.8% | +13.5% | +46.3% | +53.7% |
| 1Y | +62.3% | +11.3% | +51.0% | +56.5% |
| 3Y | +243.0% | +92.1% | +151.0% | +193.4% |
| 5Y | +80.3% | -71.0% | +151.3% | +86.8% |
| All | +197.5% | +104.2% | +93.3% | +134.8% |
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