+195.6%
EQT vs VEEV
-14.2%
+209.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | -8.2% | +7.1% | -0.3% |
| 30D | +1.1% | +10.3% | -9.2% | -0.2% |
| 3M | +4.8% | +59.4% | -54.6% | -1.0% |
| 6M | -10.6% | +37.6% | -48.2% | -14.2% |
| YTD | +3.4% | +16.9% | -13.5% | +1.2% |
| 1Y | +8.7% | -5.0% | +13.6% | +9.3% |
| 3Y | +35.0% | +18.5% | +16.5% | +29.0% |
| All | +195.6% | -14.2% | +209.8% | +179.8% |
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