+365.6%
NDAQ vs VEEV
+552.6%
-187.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.4% |
| 7D | -6.8% | -8.2% | +1.4% | -4.8% |
| 30D | -3.2% | +10.3% | -13.5% | -5.9% |
| 3M | +6.5% | +59.4% | -52.9% | -5.8% |
| 6M | +5.7% | +37.6% | -31.8% | -3.4% |
| YTD | -4.6% | +16.9% | -21.5% | -9.5% |
| 1Y | -1.6% | -5.0% | +3.4% | -2.2% |
| 3Y | +86.4% | +18.5% | +68.0% | +71.2% |
| 5Y | +50.3% | -13.8% | +64.1% | +44.5% |
| All | +365.6% | +552.6% | -187.0% | +213.9% |
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