+253.8%
GE vs VEEV
+623.9%
-370.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.3% | +4.4% | +1.5% |
| 7D | -1.6% | -0.6% | -1.0% | -1.5% |
| 30D | -11.6% | +28.8% | -40.4% | -14.7% |
| 3M | +3.0% | +54.0% | -51.0% | -3.2% |
| 6M | -0.5% | +46.0% | -46.5% | -6.2% |
| YTD | +9.7% | +23.2% | -13.5% | +5.7% |
| 1Y | +20.0% | +1.9% | +18.2% | +18.5% |
| 3Y | +275.8% | +27.0% | +248.8% | +255.9% |
| 5Y | +429.1% | -13.4% | +442.5% | +411.8% |
| 10Y | +151.2% | +575.2% | -424.1% | +84.2% |
| All | +253.8% | +623.9% | -370.1% | +151.5% |
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 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