-4.3%
VEEV vs DOCU
-71.8%
+67.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -0.2% | -4.8% | +4.6% | +1.6% |
| 30D | +3.5% | +9.4% | -5.9% | +0.1% |
| 3M | +32.9% | +29.0% | +3.9% | +21.1% |
| 6M | +84.2% | +62.3% | +21.9% | +55.0% |
| YTD | +37.3% | +13.7% | +23.6% | +29.1% |
| 1Y | +3.9% | +11.5% | -7.6% | -2.0% |
| 3Y | +83.9% | +94.2% | -10.3% | +34.4% |
| 5Y | -4.3% | -71.7% | +67.5% | +1.7% |
| All | -4.3% | -71.8% | +67.5% | +1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling