+469.4%
ASX vs VEEV
-4.3%
+473.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.9% | +7.8% | +8.4% |
| 7D | -12.3% | -0.2% | -12.1% | -12.3% |
| 30D | -26.0% | +3.5% | -29.5% | -26.7% |
| 3M | -8.1% | +32.9% | -41.0% | -14.7% |
| 6M | +1.4% | +84.2% | -82.8% | -14.8% |
| YTD | +115.6% | +37.3% | +78.3% | +96.7% |
| 1Y | +128.0% | +3.9% | +124.1% | +128.2% |
| 3Y | +371.4% | +83.9% | +287.5% | +272.0% |
| 5Y | +469.4% | -4.3% | +473.7% | +384.5% |
| All | +469.4% | -4.3% | +473.7% | +384.5% |
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