+232.7%
LITE vs VEEV
+6.7%
+226.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.4% | -10.3% | -6.8% |
| 7D | -31.4% | -2.3% | -29.2% | -32.1% |
| 30D | -42.6% | +9.6% | -52.2% | -40.1% |
| 3M | -26.2% | +46.6% | -72.8% | -10.5% |
| 6M | -35.8% | +82.5% | -118.3% | -10.5% |
| YTD | +70.0% | +39.2% | +30.9% | +127.1% |
| 1Y | +232.7% | +5.8% | +226.9% | +274.3% |
| All | +232.7% | +6.7% | +226.0% | +274.3% |
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