+678.4%
VEEV vs DOC
+15.7%
+662.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.7% | -2.2% |
| 7D | -2.9% | +6.5% | -9.4% | -4.5% |
| 30D | +7.5% | +9.2% | -1.6% | +5.1% |
| 3M | +39.5% | -2.5% | +41.9% | +40.0% |
| 6M | +81.5% | +7.1% | +74.4% | +77.8% |
| YTD | +36.1% | +33.0% | +3.1% | +25.1% |
| 1Y | +4.3% | +23.3% | -19.0% | -2.3% |
| 3Y | +54.8% | +44.9% | +9.9% | +37.5% |
| 5Y | -4.7% | -21.6% | +16.9% | -2.6% |
| All | +678.4% | +15.7% | +662.7% | +619.3% |
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