+16.0%
VEEV vs DG
+4.6%
+11.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -1.3% |
| 7D | -7.1% | -4.8% | -2.3% | -6.8% |
| 30D | +11.1% | +1.8% | +9.4% | +11.0% |
| 3M | +55.5% | +14.5% | +41.1% | +54.7% |
| 6M | +33.4% | -13.6% | +46.9% | +32.7% |
| YTD | +16.8% | -4.8% | +21.7% | +16.3% |
| 1Y | -7.7% | +21.6% | -29.3% | -7.8% |
| All | +16.0% | +4.6% | +11.3% | +16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling