-13.5%
VEEV vs DRI
+71.2%
-84.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.8% | -1.9% | -3.1% |
| 7D | -5.2% | -1.2% | -3.9% | -4.8% |
| 30D | +14.9% | -0.4% | +15.3% | +14.6% |
| 3M | +58.4% | +9.5% | +48.8% | +52.4% |
| 6M | +35.5% | +6.5% | +29.0% | +31.1% |
| YTD | +18.6% | +18.4% | +0.2% | +9.5% |
| 1Y | -6.3% | +4.2% | -10.6% | -9.4% |
| 3Y | +20.2% | +57.1% | -36.9% | -7.3% |
| All | -13.5% | +71.2% | -84.7% | -39.3% |
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 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