+119.1%
ALL vs VEEV
+80.8%
+38.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | +5.0% | -0.7% | +5.8% | +5.1% |
| 30D | +13.3% | +1.4% | +11.9% | +13.2% |
| 3M | +3.2% | +19.4% | -16.2% | +1.7% |
| 6M | +25.3% | +93.6% | -68.3% | +18.5% |
| YTD | +30.5% | +35.1% | -4.6% | +26.3% |
| 1Y | +29.2% | +3.4% | +25.8% | +27.5% |
| 3Y | +119.1% | +81.4% | +37.7% | +119.7% |
| All | +119.1% | +80.8% | +38.3% | +119.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling