+636.7%
DELL vs VEEV
+18.3%
+618.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.1% | -5.4% | -5.4% |
| 7D | -1.9% | -8.2% | +6.3% | +0.4% |
| 30D | +14.9% | +10.3% | +4.6% | +11.3% |
| 3M | +37.2% | +59.4% | -22.2% | +16.5% |
| 6M | +254.0% | +37.6% | +216.4% | +215.3% |
| YTD | +306.1% | +16.9% | +289.2% | +280.4% |
| 1Y | +312.3% | -5.0% | +317.2% | +312.8% |
| All | +636.7% | +18.3% | +618.4% | +559.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling