+337.3%
VEEV vs DOCU
+107.7%
+229.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | +0.6% |
| 7D | -0.1% | -3.2% | +3.1% | +1.1% |
| 30D | +9.4% | +15.7% | -6.3% | +3.4% |
| 3M | +45.2% | +37.3% | +8.0% | +28.7% |
| 6M | +81.1% | +63.1% | +18.0% | +50.5% |
| YTD | +38.9% | +15.4% | +23.5% | +30.1% |
| 1Y | +5.0% | +11.3% | -6.3% | -0.8% |
| 3Y | +59.4% | +92.1% | -32.7% | +14.5% |
| 5Y | -2.7% | -70.5% | +67.8% | +21.1% |
| All | +337.3% | +107.7% | +229.6% | +152.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling