+1,145.9%
DELL vs VEEV
-13.7%
+1,159.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.8% |
| 3M | +45.2% | +62.4% | -17.3% | +23.2% |
| 6M | +286.8% | +40.3% | +246.5% | +243.3% |
| YTD | +354.8% | +17.5% | +337.2% | +324.8% |
| 1Y | +358.3% | -6.1% | +364.4% | +357.5% |
| 3Y | +724.9% | +16.7% | +708.2% | +648.5% |
| All | +1,145.9% | -13.7% | +1,159.7% | +1,042.8% |
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