+4,770.1%
DELL vs VEEV
+577.3%
+4,192.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.7% | +5.6% | +3.0% |
| 7D | +25.6% | -5.2% | +30.8% | +27.5% |
| 30D | +17.7% | +14.9% | +2.7% | +12.4% |
| 3M | +33.4% | +58.4% | -24.9% | +14.2% |
| 6M | +266.2% | +35.5% | +230.7% | +228.2% |
| YTD | +328.0% | +18.6% | +309.4% | +298.2% |
| 1Y | +339.6% | -6.3% | +345.9% | +338.1% |
| 3Y | +694.6% | +20.2% | +674.4% | +617.4% |
| 5Y | +1,122.0% | -13.8% | +1,135.8% | +1,072.5% |
| 10Y | +4,062.5% | +542.0% | +3,520.4% | +2,150.1% |
| All | +4,770.1% | +577.3% | +4,192.8% | +2,515.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling