+116.1%
ALL vs VEEV
-15.0%
+131.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.6% | +0.2% |
| 7D | -2.2% | -7.1% | +4.9% | -1.7% |
| 30D | -5.6% | +11.1% | -16.7% | -6.5% |
| 3M | +17.2% | +55.5% | -38.3% | +13.0% |
| 6M | +23.2% | +33.4% | -10.1% | +19.9% |
| YTD | +23.6% | +16.8% | +6.8% | +21.3% |
| 1Y | +29.2% | -7.7% | +36.9% | +28.9% |
| 3Y | +153.8% | +18.4% | +135.5% | +147.8% |
| 5Y | +116.1% | -14.8% | +130.9% | +109.1% |
| All | +116.1% | -15.0% | +131.1% | +109.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling