-2.6%
VEEV vs DRI
+78.6%
-81.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -1.9% | -0.7% | -1.2% | -1.7% |
| 30D | +3.0% | +14.7% | -11.7% | -1.6% |
| 3M | +28.8% | +5.4% | +23.4% | +25.9% |
| 6M | +91.3% | +18.8% | +72.5% | +78.3% |
| YTD | +36.5% | +28.4% | +8.2% | +21.9% |
| 1Y | +1.9% | +37.7% | -35.8% | -12.0% |
| 3Y | +84.6% | +68.0% | +16.7% | +37.3% |
| 5Y | -2.6% | +78.8% | -81.4% | -35.0% |
| All | -2.6% | +78.6% | -81.2% | -35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling