-11.2%
VEEV vs DOC
-24.5%
+13.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.8% | -1.5% | -2.7% |
| 7D | -0.6% | -1.5% | +0.9% | -0.1% |
| 30D | +28.8% | -4.8% | +33.6% | +30.7% |
| 3M | +54.0% | +6.9% | +47.1% | +50.7% |
| 6M | +46.0% | +20.7% | +25.2% | +36.3% |
| YTD | +23.2% | +34.1% | -10.9% | +10.5% |
| 1Y | +1.9% | +22.6% | -20.8% | -5.9% |
| 3Y | +27.0% | +20.8% | +6.2% | +15.6% |
| All | -11.2% | -24.5% | +13.3% | -8.1% |
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