+562.5%
LITE vs VEEV
-4.9%
+567.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | +10.8% | -0.7% | +11.5% | +10.9% |
| 30D | -33.4% | +1.4% | -34.8% | -33.6% |
| 3M | -32.2% | +19.4% | -51.6% | -34.6% |
| 6M | -42.1% | +93.6% | -135.7% | -50.3% |
| YTD | +61.9% | +35.1% | +26.8% | +51.9% |
| 1Y | +163.0% | +3.4% | +159.6% | +167.9% |
| 3Y | +1,358.0% | +81.4% | +1,276.6% | +1,078.1% |
| All | +562.5% | -4.9% | +567.4% | +522.5% |
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