+477.7%
ASX vs VEEV
-14.3%
+492.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.7% | +9.8% | +7.0% |
| 7D | +6.3% | -5.2% | +11.5% | +7.6% |
| 30D | +6.4% | +14.9% | -8.5% | +2.4% |
| 3M | +13.1% | +58.4% | -45.2% | -1.0% |
| 6M | +90.3% | +35.5% | +54.8% | +73.1% |
| YTD | +149.6% | +18.6% | +131.0% | +135.8% |
| 1Y | +249.2% | -6.3% | +255.5% | +256.3% |
| 3Y | +445.9% | +20.2% | +425.7% | +392.1% |
| 5Y | +477.7% | -13.8% | +491.5% | +475.2% |
| All | +477.7% | -14.3% | +492.0% | +475.2% |
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