+128.1%
FIX vs VEEV
-7.6%
+135.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -2.4% |
| 7D | +3.5% | -7.1% | +10.6% | +1.5% |
| 30D | -3.5% | +11.1% | -14.6% | 0.0% |
| 3M | -11.8% | +55.5% | -67.3% | +1.5% |
| 6M | +17.8% | +33.4% | -15.6% | +35.9% |
| YTD | +73.3% | +16.8% | +56.5% | +102.0% |
| 1Y | +128.1% | -7.7% | +135.8% | +177.5% |
| All | +128.1% | -7.6% | +135.7% | +177.5% |
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