-41.7%
DIS vs VEEV
-13.7%
-28.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.7% | +3.5% | +0.5% |
| 7D | -1.1% | -5.2% | +4.1% | -0.1% |
| 30D | +0.1% | +14.9% | -14.8% | -3.1% |
| 3M | +7.1% | +58.4% | -51.3% | -3.4% |
| 6M | +4.3% | +35.5% | -31.2% | -3.2% |
| YTD | -6.9% | +18.6% | -25.6% | -11.3% |
| 1Y | -10.3% | -6.3% | -4.0% | -10.1% |
| 3Y | +32.8% | +20.2% | +12.6% | +22.8% |
| All | -41.7% | -13.7% | -28.0% | -45.2% |
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