+5.8%
VEEV vs DG
+45.3%
-39.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.5% | -6.1% | 0.0% |
| 7D | -2.3% | +12.3% | -14.5% | -5.6% |
| 30D | +9.6% | +19.3% | -9.7% | +3.8% |
| 3M | +46.6% | +11.9% | +34.8% | +41.2% |
| 6M | +82.5% | +25.0% | +57.5% | +70.5% |
| YTD | +39.2% | +8.7% | +30.4% | +31.1% |
| 1Y | +5.8% | +44.7% | -38.9% | -6.2% |
| All | +5.8% | +45.3% | -39.4% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 1y: compounded portfolio wealth divided by compounded DG 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…
1y analysis · Full analysis span regression · 6 months rolling