+887.2%
ASX vs VEEV
+664.3%
+223.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.5% | +3.3% |
| 7D | -9.1% | +0.8% | -9.9% | -9.4% |
| 30D | -23.6% | +3.2% | -26.8% | -24.4% |
| 3M | -5.6% | +30.2% | -35.8% | -12.7% |
| 6M | +4.7% | +83.7% | -79.0% | -13.4% |
| YTD | +122.6% | +36.9% | +85.7% | +99.0% |
| 1Y | +133.0% | +3.3% | +129.7% | +126.8% |
| 3Y | +367.1% | +85.1% | +282.0% | +268.7% |
| 5Y | +504.7% | -2.6% | +507.4% | +455.7% |
| 10Y | +887.2% | +676.7% | +210.5% | +445.7% |
| All | +887.2% | +664.3% | +223.0% | +445.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling