+488.5%
NDAQ vs VEEV
+656.9%
-168.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +1.3% | -0.7% | +2.0% | +1.4% |
| 30D | +18.0% | +1.4% | +16.5% | +17.5% |
| 3M | +11.5% | +19.4% | -7.8% | +6.2% |
| 6M | +21.1% | +93.6% | -72.5% | +1.7% |
| YTD | +12.8% | +35.1% | -22.3% | +3.2% |
| 1Y | +25.7% | +3.4% | +22.3% | +22.3% |
| 3Y | +116.8% | +81.4% | +35.4% | +79.3% |
| 5Y | +67.3% | -5.1% | +72.3% | +57.0% |
| All | +488.5% | +656.9% | -168.4% | +289.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling