+948.1%
FIX vs VEEV
-4.9%
+953.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.1% | +7.5% | +5.7% |
| 7D | -17.5% | -2.9% | -14.5% | -17.2% |
| 30D | -41.6% | +7.5% | -49.1% | -42.3% |
| 3M | -40.6% | +39.5% | -80.0% | -43.7% |
| 6M | -49.4% | +81.5% | -130.9% | -54.7% |
| YTD | +9.2% | +36.1% | -26.9% | +3.7% |
| 1Y | +6.5% | +4.3% | +2.2% | +8.2% |
| 3Y | +448.7% | +54.8% | +393.9% | +389.8% |
| All | +948.1% | -4.9% | +953.0% | +934.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling