+10,219.4%
FIX vs VEEV
+623.9%
+9,595.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.3% | +5.2% | +2.5% |
| 7D | +6.0% | -0.6% | +6.6% | +6.1% |
| 30D | -7.2% | +28.8% | -36.1% | -11.5% |
| 3M | -15.9% | +54.0% | -69.9% | -22.8% |
| 6M | +12.7% | +46.0% | -33.2% | +3.7% |
| YTD | +72.8% | +23.2% | +49.6% | +63.7% |
| 1Y | +122.9% | +1.9% | +121.0% | +119.1% |
| 3Y | +774.3% | +27.0% | +747.3% | +708.4% |
| 5Y | +2,049.5% | -13.4% | +2,062.9% | +1,978.7% |
| 10Y | +5,821.5% | +575.2% | +5,246.2% | +3,736.4% |
| All | +10,219.4% | +623.9% | +9,595.5% | +6,079.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling