+602.8%
FICO vs VEEV
+547.1%
+55.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.7% | +3.8% | +1.7% |
| 7D | -15.4% | -5.2% | -10.3% | -13.3% |
| 30D | -10.4% | +14.9% | -25.3% | -15.8% |
| 3M | -22.7% | +58.4% | -81.1% | -36.9% |
| 6M | -36.8% | +35.5% | -72.2% | -44.9% |
| YTD | -44.8% | +18.6% | -63.4% | -49.3% |
| 1Y | -39.3% | -6.3% | -33.0% | -38.7% |
| 3Y | +3.7% | +20.2% | -16.5% | -9.9% |
| 5Y | +101.7% | -13.8% | +115.5% | +94.3% |
| 10Y | +602.8% | +542.0% | +60.7% | +206.3% |
| All | +602.8% | +547.1% | +55.7% | +206.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling