+418.9%
ADSK vs VEEV
+586.8%
-167.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | -10.9% | -8.2% | -2.7% | -7.6% |
| 30D | -15.9% | +10.3% | -26.2% | -19.4% |
| 3M | -4.4% | +59.4% | -63.7% | -21.3% |
| 6M | -16.6% | +37.6% | -54.2% | -27.3% |
| YTD | -28.5% | +16.9% | -45.4% | -33.4% |
| 1Y | -34.6% | -5.0% | -29.7% | -34.3% |
| 3Y | -3.5% | +18.5% | -21.9% | -14.7% |
| 5Y | -25.6% | -13.8% | -11.8% | -27.6% |
| 10Y | +216.6% | +547.0% | -330.4% | +64.9% |
| All | +418.9% | +586.8% | -167.9% | +146.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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