-57.0%
DOCS vs VEEV
-4.3%
-52.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.5% |
| 7D | 0.0% | -0.2% | +0.2% | +0.2% |
| 30D | +7.8% | +3.5% | +4.3% | +5.5% |
| 3M | +20.0% | +32.9% | -13.0% | -0.8% |
| 6M | +26.5% | +84.2% | -57.7% | -14.8% |
| YTD | -25.8% | +37.3% | -63.0% | -40.3% |
| 1Y | -39.5% | +3.9% | -43.4% | -42.5% |
| 3Y | +60.3% | +83.9% | -23.6% | -3.0% |
| 5Y | -57.0% | -4.3% | -52.8% | -58.9% |
| All | -57.0% | -4.3% | -52.8% | -58.9% |
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