+404.6%
DHI vs VEEV
+556.2%
-151.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.6% |
| 7D | -3.4% | -4.6% | +1.2% | -2.3% |
| 30D | -5.4% | +8.6% | -14.1% | -7.9% |
| 3M | -10.4% | +62.4% | -72.9% | -21.6% |
| 6M | -2.8% | +40.3% | -43.0% | -12.3% |
| YTD | -3.4% | +17.5% | -21.0% | -9.1% |
| 1Y | -22.9% | -6.1% | -16.8% | -23.2% |
| 3Y | +20.7% | +16.7% | +4.0% | +10.1% |
| 5Y | +62.1% | -13.3% | +75.5% | +53.9% |
| All | +404.6% | +556.2% | -151.6% | +197.5% |
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