+24.2%
FIX vs VEEV
+3.3%
+21.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.5% |
| 7D | +9.4% | -0.7% | +10.2% | +9.1% |
| 30D | -27.8% | +1.4% | -29.2% | -27.2% |
| 3M | -35.6% | +19.4% | -54.9% | -31.1% |
| 6M | -45.2% | +93.6% | -138.8% | -30.7% |
| YTD | +19.5% | +35.1% | -15.6% | +46.3% |
| 1Y | +24.2% | +3.4% | +20.9% | +48.7% |
| All | +24.2% | +3.3% | +21.0% | +48.7% |
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