+96.9%
VIAV vs DOCU
-69.6%
+166.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -5.7% |
| 7D | +7.9% | +4.1% | +3.8% | +7.4% |
| 30D | -20.3% | +7.4% | -27.7% | -21.0% |
| 3M | -28.5% | +26.0% | -54.6% | -30.9% |
| 6M | -42.7% | +79.2% | -121.9% | -48.0% |
| YTD | +72.4% | +18.1% | +54.3% | +66.5% |
| 1Y | +81.5% | +20.5% | +60.9% | +74.3% |
| 3Y | +293.8% | +96.4% | +197.4% | +236.4% |
| All | +96.9% | -69.6% | +166.6% | +76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling