+1,981.9%
IBKR vs VEEV
+590.5%
+1,391.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.6% | +2.1% |
| 7D | -1.3% | -4.6% | +3.3% | -0.4% |
| 30D | -0.2% | +8.6% | -8.9% | -2.3% |
| 3M | +3.0% | +62.4% | -59.5% | -8.1% |
| 6M | +33.9% | +40.3% | -6.4% | +22.9% |
| YTD | +42.5% | +17.5% | +25.0% | +35.6% |
| 1Y | +44.9% | -6.1% | +51.0% | +44.7% |
| 3Y | +293.0% | +16.7% | +276.3% | +267.1% |
| 5Y | +497.7% | -13.3% | +511.0% | +476.6% |
| 10Y | +1,004.4% | +550.5% | +453.9% | +583.6% |
| All | +1,981.9% | +590.5% | +1,391.3% | +1,098.8% |
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 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