+992.0%
ASX vs VEEV
+538.1%
+453.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.1% | +3.9% |
| 7D | +11.1% | -7.1% | +18.2% | +13.1% |
| 30D | +9.6% | +11.1% | -1.5% | +6.1% |
| 3M | +18.6% | +55.5% | -36.9% | +3.5% |
| 6M | +92.1% | +33.4% | +58.8% | +73.6% |
| YTD | +158.5% | +16.8% | +141.6% | +141.7% |
| 1Y | +271.9% | -7.7% | +279.6% | +272.6% |
| 3Y | +465.2% | +18.4% | +446.9% | +409.1% |
| 5Y | +479.4% | -14.8% | +494.2% | +452.9% |
| 10Y | +992.0% | +546.5% | +445.5% | +530.6% |
| All | +992.0% | +538.1% | +453.9% | +530.6% |
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