+60.1%
DOCN vs VEEV
-13.1%
+73.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.3% | +6.1% | +5.0% |
| 7D | +1.1% | -0.6% | +1.7% | +1.3% |
| 30D | -9.6% | +28.8% | -38.5% | -25.1% |
| 3M | -37.7% | +54.0% | -91.7% | -56.3% |
| 6M | +115.2% | +46.0% | +69.3% | +55.1% |
| YTD | +133.7% | +23.2% | +110.5% | +91.1% |
| 1Y | +250.2% | +1.9% | +248.3% | +230.0% |
| 3Y | +320.3% | +27.0% | +293.3% | +202.5% |
| All | +60.1% | -13.1% | +73.1% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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