-28.0%
DHR vs VEEV
-13.7%
-14.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -3.6% | -4.6% | +1.0% | -2.5% |
| 30D | -2.7% | +8.6% | -11.4% | -5.1% |
| 3M | +10.9% | +62.4% | -51.5% | -2.6% |
| 6M | +3.0% | +40.3% | -37.2% | -6.5% |
| YTD | -12.2% | +17.5% | -29.8% | -16.9% |
| 1Y | +3.3% | -6.1% | +9.4% | +3.3% |
| 3Y | -8.2% | +16.7% | -24.9% | -15.8% |
| All | -28.0% | -13.7% | -14.3% | -34.2% |
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