-6.3%
JD vs VEEV
+18.9%
-25.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.7% | +1.7% | -1.6% |
| 7D | -0.8% | -5.2% | +4.4% | -0.1% |
| 30D | -16.0% | +14.9% | -31.0% | -18.0% |
| 3M | -3.2% | +58.4% | -61.5% | -10.0% |
| 6M | +6.1% | +35.5% | -29.4% | +1.1% |
| YTD | -0.1% | +18.6% | -18.8% | -2.5% |
| 1Y | -12.7% | -6.3% | -6.4% | -10.8% |
| 3Y | -6.3% | +20.2% | -26.5% | -12.9% |
| All | -6.3% | +18.9% | -25.2% | -12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling