-31.9%
DIS vs VEEV
-4.9%
-27.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | 0.0% |
| 7D | +5.2% | -2.9% | +8.2% | +5.9% |
| 30D | +11.5% | +7.5% | +3.9% | +9.8% |
| 3M | +11.5% | +39.5% | -27.9% | +3.6% |
| 6M | +8.9% | +81.5% | -72.6% | -4.7% |
| YTD | +3.4% | +36.1% | -32.7% | -4.2% |
| 1Y | +7.2% | +4.3% | +2.9% | +5.2% |
| 3Y | +43.3% | +54.8% | -11.5% | +24.4% |
| All | -31.9% | -4.9% | -27.0% | -38.1% |
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