+25.3%
F vs VEEV
-5.1%
+30.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.7% | -0.5% | -4.2% |
| 7D | +1.2% | -5.2% | +6.3% | +1.2% |
| 30D | +1.2% | +14.9% | -13.7% | +1.3% |
| 3M | -5.7% | +58.4% | -64.0% | -5.3% |
| 6M | +17.9% | +35.5% | -17.5% | +19.1% |
| YTD | +10.4% | +18.6% | -8.2% | +13.0% |
| 1Y | +25.3% | -6.3% | +31.7% | +29.4% |
| All | +25.3% | -5.1% | +30.4% | +29.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling