+3,406.8%
LITE vs VEEV
+1,016.2%
+2,390.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -39.7% |
| 6M | -34.0% | +84.2% | -118.2% | -48.2% |
| YTD | +61.7% | +37.3% | +24.5% | +39.3% |
| 1Y | +148.3% | +3.9% | +144.4% | +136.9% |
| 3Y | +1,408.5% | +83.9% | +1,324.6% | +1,000.0% |
| 5Y | +546.2% | -4.3% | +550.5% | +489.8% |
| 10Y | +1,533.3% | +669.1% | +864.2% | +509.9% |
| All | +3,406.8% | +1,016.2% | +2,390.6% | +1,052.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling