+46.9%
IR vs VEEV
-3.2%
+50.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.9% |
| 7D | +1.1% | -1.9% | +3.0% | +1.4% |
| 30D | +7.6% | +3.0% | +4.6% | +6.8% |
| 3M | +0.1% | +28.8% | -28.7% | -5.4% |
| 6M | +14.0% | +91.3% | -77.3% | -1.5% |
| YTD | +7.5% | +36.5% | -29.1% | -0.2% |
| 1Y | +10.1% | +1.9% | +8.2% | +9.8% |
| 3Y | +24.9% | +84.6% | -59.8% | +3.8% |
| 5Y | +46.9% | -2.6% | +49.5% | +37.4% |
| All | +46.9% | -3.2% | +50.1% | +37.4% |
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