+69.4%
EMR vs VEEV
-13.7%
+83.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.0% | +2.5% |
| 7D | -0.4% | -4.6% | +4.2% | +0.3% |
| 30D | -6.8% | +8.6% | -15.4% | -8.3% |
| 3M | +7.5% | +62.4% | -55.0% | -1.6% |
| 6M | +9.9% | +40.3% | -30.4% | +2.9% |
| YTD | +16.0% | +17.5% | -1.6% | +12.2% |
| 1Y | +12.4% | -6.1% | +18.6% | +13.5% |
| 3Y | +60.2% | +16.7% | +43.6% | +51.7% |
| All | +69.4% | -13.7% | +83.2% | +60.6% |
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 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