+777.0%
FIX vs VEEV
+27.6%
+749.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.3% | +5.2% | +2.0% |
| 7D | +6.0% | -0.6% | +6.6% | +6.0% |
| 30D | -7.2% | +28.8% | -36.1% | -8.4% |
| 3M | -15.9% | +54.0% | -69.9% | -18.1% |
| 6M | +12.7% | +46.0% | -33.2% | +10.7% |
| YTD | +72.8% | +23.2% | +49.6% | +76.0% |
| 1Y | +122.9% | +1.9% | +121.0% | +138.3% |
| All | +777.0% | +27.6% | +749.3% | +766.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling