+81.9%
META vs VEEV
-4.9%
+86.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.6% |
| 7D | -0.8% | -2.9% | +2.2% | +0.2% |
| 30D | -15.4% | +7.5% | -22.9% | -17.7% |
| 3M | +3.5% | +39.5% | -35.9% | -9.4% |
| 6M | -0.3% | +81.5% | -81.8% | -21.8% |
| YTD | -7.3% | +36.1% | -43.4% | -19.3% |
| 1Y | -1.1% | +4.3% | -5.4% | -4.1% |
| 3Y | +95.1% | +54.8% | +40.2% | +49.9% |
| All | +81.9% | -4.9% | +86.8% | +78.6% |
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