+4,404.4%
DELL vs VEEV
+556.2%
+3,848.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.5% | +11.4% | +11.8% |
| 7D | +8.2% | -4.6% | +12.8% | +9.7% |
| 30D | +17.1% | +8.6% | +8.4% | +13.7% |
| 3M | +45.2% | +62.4% | -17.3% | +23.1% |
| 6M | +286.8% | +40.3% | +246.5% | +242.8% |
| YTD | +354.8% | +17.5% | +337.2% | +324.2% |
| 1Y | +358.3% | -6.1% | +364.4% | +356.5% |
| 3Y | +724.9% | +16.7% | +708.2% | +651.0% |
| 5Y | +1,193.7% | -13.3% | +1,207.0% | +1,139.3% |
| All | +4,404.4% | +556.2% | +3,848.3% | +2,271.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling