-16.0%
JD vs VEEV
-7.5%
-8.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -2.6% | -8.2% | +5.6% | -2.6% |
| 30D | -15.4% | +10.3% | -25.7% | -15.5% |
| 3M | -5.0% | +59.4% | -64.4% | -5.6% |
| 6M | +0.9% | +37.6% | -36.7% | +1.0% |
| YTD | -2.5% | +16.9% | -19.4% | -2.3% |
| 1Y | -16.0% | -5.0% | -11.1% | -13.1% |
| All | -16.0% | -7.5% | -8.5% | -13.1% |
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