+328.3%
VEEV vs DOCU
+104.2%
+224.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.4% |
| 7D | -2.9% | -5.5% | +2.6% | -0.9% |
| 30D | +7.5% | +12.6% | -5.1% | +2.7% |
| 3M | +39.5% | +36.4% | +3.1% | +23.9% |
| 6M | +81.5% | +66.8% | +14.7% | +49.7% |
| YTD | +36.1% | +13.5% | +22.6% | +28.2% |
| 1Y | +4.3% | +11.3% | -7.0% | -1.5% |
| 3Y | +54.8% | +92.1% | -37.2% | +11.3% |
| 5Y | -4.7% | -71.0% | +66.3% | +19.4% |
| All | +328.3% | +104.2% | +224.0% | +148.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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