+14.4%
FIX vs VEEV
+6.7%
+7.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +2.4% | -17.5% | -14.3% |
| 7D | -18.9% | -2.3% | -16.6% | -19.3% |
| 30D | -36.3% | +9.6% | -45.9% | -34.2% |
| 3M | -38.5% | +46.6% | -85.1% | -29.5% |
| 6M | -42.3% | +82.5% | -124.8% | -27.7% |
| YTD | +17.1% | +39.2% | -22.1% | +44.7% |
| 1Y | +14.4% | +5.8% | +8.6% | +36.5% |
| All | +14.4% | +6.7% | +7.6% | +36.5% |
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 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