+86.4%
META vs VEEV
-4.9%
+91.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.0% |
| 7D | +5.2% | -0.7% | +5.9% | +5.5% |
| 30D | -13.0% | +1.4% | -14.4% | -13.6% |
| 3M | +7.9% | +19.4% | -11.4% | +0.3% |
| 6M | +4.2% | +93.6% | -89.4% | -20.2% |
| YTD | -2.5% | +35.1% | -37.6% | -14.8% |
| 1Y | +5.6% | +3.4% | +2.2% | +2.7% |
| 3Y | +96.8% | +81.4% | +15.4% | +40.5% |
| All | +86.4% | -4.9% | +91.3% | +79.3% |
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