+523.1%
ALL vs VEEV
+596.9%
-73.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.7% | +1.4% | -2.0% |
| 7D | -1.7% | -5.2% | +3.4% | -1.2% |
| 30D | -4.7% | +14.9% | -19.6% | -6.1% |
| 3M | +18.4% | +58.4% | -40.0% | +12.9% |
| 6M | +20.5% | +35.5% | -15.0% | +16.4% |
| YTD | +23.5% | +18.6% | +4.9% | +20.7% |
| 1Y | +29.0% | -6.3% | +35.3% | +28.8% |
| 3Y | +153.7% | +20.2% | +133.5% | +144.9% |
| 5Y | +114.8% | -13.8% | +128.6% | +110.8% |
| 10Y | +356.1% | +542.0% | -185.9% | +263.6% |
| All | +523.1% | +596.9% | -73.9% | +387.2% |
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