+6,161.0%
FIX vs VEEV
+548.0%
+5,613.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.7% | +6.1% | +3.0% |
| 7D | +6.1% | -5.2% | +11.2% | +7.0% |
| 30D | -2.7% | +14.9% | -17.6% | -5.5% |
| 3M | -10.9% | +58.4% | -69.3% | -19.3% |
| 6M | +29.0% | +35.5% | -6.5% | +19.8% |
| YTD | +76.9% | +18.6% | +58.2% | +68.4% |
| 1Y | +130.7% | -6.3% | +137.1% | +131.6% |
| 3Y | +790.7% | +20.2% | +770.5% | +726.7% |
| 5Y | +2,185.6% | -13.8% | +2,199.4% | +2,111.8% |
| All | +6,161.0% | +548.0% | +5,613.0% | +3,431.8% |
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 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