-34.9%
DOW vs VEEV
+18.2%
-53.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +1.0% | -0.4% |
| 7D | -6.0% | -7.1% | +1.1% | -5.4% |
| 30D | -2.7% | +11.1% | -13.9% | -3.9% |
| 3M | -10.5% | +55.5% | -66.0% | -14.8% |
| 6M | -12.4% | +33.4% | -45.8% | -15.1% |
| YTD | +30.0% | +16.8% | +13.2% | +28.2% |
| 1Y | +27.8% | -7.7% | +35.5% | +30.9% |
| All | -34.9% | +18.2% | -53.1% | -37.5% |
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 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