+68.5%
LIN vs VEEV
-4.9%
+73.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | +2.1% | -0.7% | +2.8% | +2.2% |
| 30D | +6.8% | +1.4% | +5.4% | +6.5% |
| 3M | +10.4% | +19.4% | -9.0% | +7.3% |
| 6M | +3.2% | +93.6% | -90.5% | -7.3% |
| YTD | +24.6% | +35.1% | -10.5% | +18.4% |
| 1Y | +24.4% | +3.4% | +21.0% | +23.9% |
| 3Y | +36.7% | +81.4% | -44.6% | +19.5% |
| All | +68.5% | -4.9% | +73.4% | +55.6% |
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