+41.5%
DLR vs VEEV
-14.9%
+56.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.0% | -2.0% |
| 7D | -1.3% | -8.2% | +6.9% | +0.3% |
| 30D | -2.9% | +10.3% | -13.2% | -5.0% |
| 3M | +3.2% | +59.4% | -56.1% | -6.5% |
| 6M | +3.9% | +37.6% | -33.7% | -3.5% |
| YTD | +21.4% | +16.9% | +4.5% | +16.7% |
| 1Y | +9.7% | -5.0% | +14.6% | +10.4% |
| 3Y | +56.5% | +18.5% | +38.1% | +45.5% |
| 5Y | +41.5% | -13.8% | +55.3% | +31.3% |
| All | +41.5% | -14.9% | +56.4% | +31.3% |
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