+9.7%
GE vs VEEV
+3.3%
+6.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +2.7% | -0.7% | +3.4% | +2.6% |
| 30D | +8.1% | +1.4% | +6.7% | +8.1% |
| 3M | -7.9% | +19.4% | -27.2% | -6.6% |
| 6M | +12.9% | +93.6% | -80.7% | +15.8% |
| YTD | +8.2% | +35.1% | -26.9% | +10.8% |
| 1Y | +9.7% | +3.4% | +6.3% | +13.3% |
| All | +9.7% | +3.3% | +6.4% | +13.3% |
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