+640.3%
VEEV vs DRI
+598.5%
+41.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.7% | -3.1% |
| 7D | -0.6% | +0.6% | -1.2% | -0.7% |
| 30D | +28.8% | +3.8% | +25.0% | +27.5% |
| 3M | +54.0% | +13.0% | +41.0% | +49.2% |
| 6M | +46.0% | +8.3% | +37.6% | +42.4% |
| YTD | +23.2% | +20.6% | +2.6% | +16.9% |
| 1Y | +1.9% | +6.5% | -4.6% | -0.8% |
| 3Y | +27.0% | +53.7% | -26.7% | +11.9% |
| 5Y | -13.4% | +72.7% | -86.1% | -26.2% |
| 10Y | +575.2% | +363.2% | +212.1% | +320.0% |
| All | +640.3% | +598.5% | +41.8% | +282.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling