+1,563.7%
LITE vs VEEV
+27.6%
+1,536.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.3% | +7.3% | +4.1% |
| 7D | -1.5% | -0.6% | -1.0% | -1.5% |
| 30D | +6.7% | +28.8% | -22.2% | +5.4% |
| 3M | -6.8% | +54.0% | -60.8% | -9.2% |
| 6M | +29.4% | +46.0% | -16.5% | +27.3% |
| YTD | +139.1% | +23.2% | +115.9% | +145.9% |
| 1Y | +521.0% | +1.9% | +519.1% | +571.2% |
| All | +1,563.7% | +27.6% | +1,536.1% | +1,357.3% |
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 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