-2.7%
VEEV vs DOCU
-71.9%
+69.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | +0.5% |
| 7D | -0.1% | -3.2% | +3.1% | +1.1% |
| 30D | +9.4% | +15.7% | -6.3% | +3.7% |
| 3M | +45.2% | +37.3% | +8.0% | +29.5% |
| 6M | +81.1% | +63.1% | +18.0% | +52.1% |
| YTD | +38.9% | +15.4% | +23.5% | +30.0% |
| 1Y | +5.0% | +11.3% | -6.3% | -1.0% |
| 3Y | +59.4% | +92.1% | -32.7% | +17.0% |
| 5Y | -2.7% | -70.5% | +67.8% | +2.6% |
| All | -2.7% | -71.9% | +69.1% | +2.6% |
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