-18.0%
GIS vs VEEV
+2.5%
-20.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.3% | +0.8% | -2.2% |
| 7D | -7.8% | -0.6% | -7.3% | -7.8% |
| 30D | +6.6% | +28.8% | -22.3% | +4.4% |
| 3M | +21.0% | +54.0% | -33.1% | +17.2% |
| 6M | -9.1% | +46.0% | -55.0% | -12.0% |
| YTD | -13.6% | +23.2% | -36.8% | -17.3% |
| 1Y | -18.0% | +1.9% | -19.9% | -21.2% |
| All | -18.0% | +2.5% | -20.5% | -21.2% |
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