-2.7%
VEEV vs DOC
-22.1%
+19.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -0.1% | +6.2% | -6.3% | -2.0% |
| 30D | +9.4% | +6.5% | +2.9% | +7.1% |
| 3M | +45.2% | -6.2% | +51.5% | +47.8% |
| 6M | +81.1% | +25.6% | +55.6% | +66.1% |
| YTD | +38.9% | +32.1% | +6.8% | +24.7% |
| 1Y | +5.0% | +20.3% | -15.3% | -2.6% |
| 3Y | +59.4% | +42.7% | +16.6% | +33.8% |
| 5Y | -2.7% | -22.2% | +19.4% | +5.2% |
| All | -2.7% | -22.1% | +19.3% | +5.2% |
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