+633.7%
DHR vs VEEV
+596.9%
+36.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.6% | -0.4% |
| 7D | -0.8% | -5.2% | +4.3% | +0.3% |
| 30D | +0.2% | +14.9% | -14.7% | -3.1% |
| 3M | +12.1% | +58.4% | -46.3% | +0.7% |
| 6M | +5.4% | +35.5% | -30.1% | -2.4% |
| YTD | -10.0% | +18.6% | -28.6% | -14.5% |
| 1Y | +4.1% | -6.3% | +10.4% | +3.9% |
| 3Y | -5.2% | +20.2% | -25.4% | -12.3% |
| 5Y | -28.2% | -13.8% | -14.4% | -31.0% |
| 10Y | +208.4% | +542.0% | -333.6% | +113.9% |
| All | +633.7% | +596.9% | +36.8% | +389.7% |
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 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