+80.1%
DIS vs VEEV
+623.9%
-543.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.3% | +1.5% | -1.2% |
| 7D | -2.6% | -0.6% | -2.0% | -2.5% |
| 30D | +3.5% | +28.8% | -25.4% | -1.2% |
| 3M | +6.8% | +54.0% | -47.2% | -1.3% |
| 6M | +3.0% | +46.0% | -43.0% | -4.4% |
| YTD | -6.7% | +23.2% | -30.0% | -11.0% |
| 1Y | -10.1% | +1.9% | -11.9% | -11.5% |
| 3Y | +33.0% | +27.0% | +6.0% | +23.7% |
| 5Y | -40.0% | -13.4% | -26.6% | -42.2% |
| 10Y | +21.1% | +575.2% | -554.2% | -14.8% |
| All | +80.1% | +623.9% | -543.8% | +21.2% |
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 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