-24.8%
GIS vs VEEV
-5.2%
-19.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -6.4% | -4.6% | -1.8% | -6.0% |
| 30D | -6.1% | +8.6% | -14.8% | -6.9% |
| 3M | +7.8% | +62.4% | -54.6% | +5.5% |
| 6M | -8.8% | +40.3% | -49.0% | -11.4% |
| YTD | -19.1% | +17.5% | -36.7% | -22.5% |
| 1Y | -24.8% | -6.1% | -18.6% | -28.6% |
| All | -24.8% | -5.2% | -19.6% | -28.6% |
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