+901.5%
LITE vs VEEV
-13.1%
+914.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.3% | +7.3% | +4.6% |
| 7D | -1.5% | -0.6% | -1.0% | -1.5% |
| 30D | +6.7% | +28.8% | -22.2% | +1.3% |
| 3M | -6.8% | +54.0% | -60.8% | -15.4% |
| 6M | +29.4% | +46.0% | -16.5% | +18.0% |
| YTD | +139.1% | +23.2% | +115.9% | +128.2% |
| 1Y | +521.0% | +1.9% | +519.1% | +524.8% |
| 3Y | +1,535.3% | +27.0% | +1,508.3% | +1,368.0% |
| All | +901.5% | -13.1% | +914.6% | +855.3% |
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 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