-25.7%
GIS vs VEEV
-13.7%
-11.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.3% |
| 7D | -6.4% | -4.6% | -1.8% | -6.3% |
| 30D | -6.1% | +8.6% | -14.8% | -6.3% |
| 3M | +7.8% | +62.4% | -54.6% | +7.4% |
| 6M | -8.8% | +40.3% | -49.0% | -9.2% |
| YTD | -19.1% | +17.5% | -36.7% | -19.6% |
| 1Y | -24.8% | -6.1% | -18.6% | -25.2% |
| 3Y | -37.6% | +16.7% | -54.2% | -37.7% |
| All | -25.7% | -13.7% | -11.9% | -27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling