+102.9%
DAL vs VEEV
-4.9%
+107.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.1% | +4.2% | +2.7% |
| 7D | +8.8% | -2.9% | +11.7% | +9.6% |
| 30D | +5.4% | +7.5% | -2.1% | +3.4% |
| 3M | -4.9% | +39.5% | -44.4% | -13.5% |
| 6M | +19.8% | +81.5% | -61.6% | +0.7% |
| YTD | +27.0% | +36.1% | -9.1% | +15.1% |
| 1Y | +52.5% | +4.3% | +48.2% | +49.0% |
| 3Y | +173.8% | +54.8% | +119.0% | +131.2% |
| All | +102.9% | -4.9% | +107.8% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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