+694.7%
VEEV vs DOC
+14.9%
+679.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -0.1% | +6.2% | -6.3% | -1.6% |
| 30D | +9.4% | +6.5% | +2.9% | +7.6% |
| 3M | +45.2% | -6.2% | +51.5% | +47.3% |
| 6M | +81.1% | +25.6% | +55.6% | +69.4% |
| YTD | +38.9% | +32.1% | +6.8% | +28.0% |
| 1Y | +5.0% | +20.3% | -15.3% | -0.9% |
| 3Y | +59.4% | +42.7% | +16.6% | +42.0% |
| 5Y | -2.7% | -22.2% | +19.4% | -0.4% |
| All | +694.7% | +14.9% | +679.8% | +635.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling