+602.3%
VEEV vs DTE
+267.5%
+334.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.3% | +0.3% |
| 7D | -8.2% | -2.0% | -6.2% | -7.9% |
| 30D | +10.3% | -2.4% | +12.7% | +10.8% |
| 3M | +59.4% | -7.3% | +66.7% | +61.8% |
| 6M | +37.6% | -7.6% | +45.2% | +39.3% |
| YTD | +16.9% | +5.8% | +11.1% | +14.6% |
| 1Y | -5.0% | +2.3% | -7.3% | -6.2% |
| 3Y | +18.5% | +45.0% | -26.6% | +6.9% |
| 5Y | -13.8% | +33.2% | -47.0% | -21.2% |
| 10Y | +547.0% | +141.4% | +405.6% | +413.3% |
| All | +602.3% | +267.5% | +334.8% | +453.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling