+3,068.2%
LITE vs VEEV
+1,006.5%
+2,061.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.1% | +7.7% | +6.3% |
| 7D | -35.9% | -2.9% | -33.0% | -35.3% |
| 30D | -51.5% | +7.5% | -59.0% | -52.7% |
| 3M | -35.7% | +39.5% | -75.2% | -43.0% |
| 6M | -43.0% | +81.5% | -124.5% | -55.0% |
| YTD | +46.1% | +36.1% | +10.1% | +26.1% |
| 1Y | +124.7% | +4.3% | +120.4% | +113.8% |
| 3Y | +1,172.1% | +54.8% | +1,117.2% | +893.7% |
| 5Y | +477.0% | -4.7% | +481.8% | +427.0% |
| 10Y | +1,465.7% | +709.1% | +756.6% | +480.3% |
| All | +3,068.2% | +1,006.5% | +2,061.7% | +943.8% |
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