+75.5%
ASML vs VEEV
-4.9%
+80.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.1% | +7.1% | +5.6% |
| 7D | -9.0% | -2.9% | -6.1% | -8.3% |
| 30D | -21.0% | +7.5% | -28.5% | -22.9% |
| 3M | -16.3% | +39.5% | -55.7% | -25.5% |
| 6M | -7.5% | +81.5% | -89.0% | -26.4% |
| YTD | +34.0% | +36.1% | -2.1% | +18.2% |
| 1Y | +39.3% | +4.3% | +35.0% | +37.5% |
| 3Y | +128.9% | +54.8% | +74.0% | +79.2% |
| All | +75.5% | -4.9% | +80.4% | +67.2% |
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 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