+3,553.2%
FIX vs VEEV
+656.9%
+2,896.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +9.4% | -0.7% | +10.2% | +9.6% |
| 30D | -27.8% | +1.4% | -29.2% | -28.1% |
| 3M | -35.6% | +19.4% | -54.9% | -37.9% |
| 6M | -45.2% | +93.6% | -138.8% | -52.5% |
| YTD | +19.5% | +35.1% | -15.6% | +10.9% |
| 1Y | +24.2% | +3.4% | +20.9% | +22.6% |
| 3Y | +494.2% | +81.4% | +412.8% | +406.8% |
| 5Y | +1,036.1% | -5.1% | +1,041.2% | +980.1% |
| All | +3,553.2% | +656.9% | +2,896.3% | +1,956.4% |
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 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