-52.9%
DOCS vs VEEV
-4.9%
-48.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +2.6% | -0.7% | +3.3% | +3.0% |
| 30D | +11.4% | +1.4% | +10.0% | +10.5% |
| 3M | +25.4% | +19.4% | +6.0% | +11.3% |
| 6M | +42.5% | +93.6% | -51.1% | -7.0% |
| YTD | -24.7% | +35.1% | -59.8% | -38.9% |
| 1Y | -32.9% | +3.4% | -36.3% | -36.2% |
| 3Y | +39.6% | +81.4% | -41.8% | -14.7% |
| All | -52.9% | -4.9% | -48.0% | -53.9% |
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