-2.6%
VEEV vs DOC
-20.4%
+17.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | -1.9% | +1.0% | -2.9% | -2.2% |
| 30D | +3.0% | +8.1% | -5.1% | +0.4% |
| 3M | +28.8% | +0.9% | +27.9% | +28.1% |
| 6M | +91.3% | +6.3% | +85.0% | +86.8% |
| YTD | +36.5% | +33.8% | +2.7% | +22.0% |
| 1Y | +1.9% | +21.6% | -19.7% | -5.8% |
| 3Y | +84.6% | +53.4% | +31.2% | +49.9% |
| 5Y | -2.6% | -21.0% | +18.4% | +4.9% |
| All | -2.6% | -20.4% | +17.7% | +4.9% |
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