+350.2%
DIA vs VEEV
+623.9%
-273.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.7% | 0.0% |
| 7D | -0.2% | -0.6% | +0.4% | -0.1% |
| 30D | -1.5% | +28.8% | -30.4% | -5.6% |
| 3M | +3.8% | +54.0% | -50.3% | -3.5% |
| 6M | +10.3% | +46.0% | -35.7% | +3.0% |
| YTD | +12.1% | +23.2% | -11.1% | +7.3% |
| 1Y | +18.6% | +1.9% | +16.8% | +16.9% |
| 3Y | +60.6% | +27.0% | +33.6% | +50.3% |
| 5Y | +64.4% | -13.4% | +77.8% | +59.6% |
| 10Y | +250.1% | +575.2% | -325.1% | +153.1% |
| All | +350.2% | +623.9% | -273.7% | +212.5% |
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 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