+16.7%
VEEV vs DTE
+43.4%
-26.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +0.6% |
| 7D | -4.6% | -2.6% | -2.0% | -4.6% |
| 30D | +8.6% | -4.4% | +13.0% | +8.7% |
| 3M | +62.4% | -8.3% | +70.8% | +63.0% |
| 6M | +40.3% | -8.1% | +48.3% | +40.5% |
| YTD | +17.5% | +4.4% | +13.1% | +15.5% |
| 1Y | -6.1% | +0.2% | -6.3% | -7.1% |
| 3Y | +16.7% | +42.6% | -25.9% | +6.1% |
| All | +16.7% | +43.4% | -26.7% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 3y: compounded portfolio wealth divided by compounded DTE 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…
3y analysis · Full analysis span regression · 6 months rolling