-2.6%
VEEV vs DOC
-21.9%
+19.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.1% | -0.7% | +1.5% |
| 7D | -2.3% | +8.7% | -11.0% | -4.8% |
| 30D | +9.6% | +7.6% | +2.0% | +7.0% |
| 3M | +46.6% | -5.3% | +51.9% | +48.7% |
| 6M | +82.5% | +27.6% | +54.9% | +66.4% |
| YTD | +39.2% | +32.4% | +6.7% | +24.8% |
| 1Y | +5.8% | +22.9% | -17.0% | -2.6% |
| 3Y | +59.6% | +43.1% | +16.5% | +33.9% |
| All | -2.6% | -21.9% | +19.3% | +5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling