+655.7%
VEEV vs DRI
+331.7%
+324.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -0.7% | +1.1% | -1.8% | -0.9% |
| 30D | +1.4% | +9.7% | -8.3% | -0.5% |
| 3M | +19.4% | +3.2% | +16.2% | +18.2% |
| 6M | +93.6% | +20.6% | +73.1% | +85.2% |
| YTD | +35.1% | +28.3% | +6.8% | +26.9% |
| 1Y | +3.4% | +34.5% | -31.2% | -4.1% |
| 3Y | +81.4% | +66.5% | +14.8% | +58.7% |
| 5Y | -5.1% | +79.6% | -84.7% | -18.9% |
| All | +655.7% | +331.7% | +324.0% | +492.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling