+330.8%
VEEV vs DOCU
+104.4%
+226.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +0.8% | -3.4% | +4.1% | +2.1% |
| 30D | +3.2% | +9.3% | -6.1% | -0.3% |
| 3M | +30.2% | +30.2% | 0.0% | +17.6% |
| 6M | +83.7% | +62.1% | +21.6% | +53.1% |
| YTD | +36.9% | +13.5% | +23.3% | +29.0% |
| 1Y | +3.3% | +11.5% | -8.2% | -2.5% |
| 3Y | +85.1% | +89.5% | -4.4% | +33.6% |
| 5Y | -2.6% | -69.6% | +67.0% | +19.9% |
| All | +330.8% | +104.4% | +226.5% | +150.4% |
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