+198.7%
B vs VEEV
+18.9%
+179.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.7% | +2.3% | -1.2% |
| 7D | +2.3% | -5.2% | +7.5% | +2.7% |
| 30D | +1.4% | +14.9% | -13.6% | +0.5% |
| 3M | +12.2% | +58.4% | -46.2% | +9.1% |
| 6M | -2.1% | +35.5% | -37.6% | -3.5% |
| YTD | +2.9% | +18.6% | -15.7% | +2.5% |
| 1Y | +55.3% | -6.3% | +61.6% | +57.9% |
| 3Y | +198.7% | +20.2% | +178.5% | +190.1% |
| All | +198.7% | +18.9% | +179.8% | +190.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling