+1,533.3%
LITE vs VEEV
+699.2%
+834.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.9% | +9.8% | +10.4% |
| 7D | -12.9% | -0.2% | -12.7% | -12.9% |
| 30D | -46.0% | +3.5% | -49.4% | -46.6% |
| 3M | -33.0% | +32.9% | -66.0% | -40.0% |
| 6M | -34.0% | +84.2% | -118.2% | -48.8% |
| YTD | +61.7% | +37.3% | +24.5% | +38.3% |
| 1Y | +148.3% | +3.9% | +144.4% | +136.8% |
| 3Y | +1,408.5% | +83.9% | +1,324.6% | +977.2% |
| 5Y | +546.2% | -4.3% | +550.5% | +490.6% |
| 10Y | +1,533.3% | +669.1% | +864.2% | +314.4% |
| All | +1,533.3% | +699.2% | +834.1% | +314.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling