+5.8%
VEEV vs DOC
+21.8%
-16.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.1% | -0.7% | +2.3% |
| 7D | -2.3% | +8.7% | -11.0% | -2.8% |
| 30D | +9.6% | +7.6% | +2.0% | +9.1% |
| 3M | +46.6% | -5.3% | +51.9% | +47.1% |
| 6M | +82.5% | +27.6% | +54.9% | +79.5% |
| YTD | +39.2% | +32.4% | +6.7% | +38.3% |
| 1Y | +5.8% | +22.9% | -17.0% | +2.8% |
| All | +5.8% | +21.8% | -16.0% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling