-5.0%
VEEV vs DRI
+1.2%
-6.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | 0.0% |
| 7D | -8.2% | -4.8% | -3.4% | -8.6% |
| 30D | +10.3% | -5.2% | +15.5% | +9.8% |
| 3M | +59.4% | +2.7% | +56.6% | +58.7% |
| 6M | +37.6% | +3.6% | +34.0% | +37.1% |
| YTD | +16.9% | +15.4% | +1.5% | +16.9% |
| 1Y | -5.0% | +1.3% | -6.2% | -3.3% |
| All | -5.0% | +1.2% | -6.2% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling