+956.4%
NDAQ vs VEEV
+623.9%
+332.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.3% | +1.4% | -1.2% |
| 7D | -2.4% | -0.6% | -1.9% | -2.3% |
| 30D | +2.5% | +28.8% | -26.4% | -3.0% |
| 3M | +9.9% | +54.0% | -44.1% | +0.3% |
| 6M | +9.4% | +46.0% | -36.5% | +0.6% |
| YTD | +0.4% | +23.2% | -22.8% | -4.7% |
| 1Y | +4.0% | +1.9% | +2.2% | +2.1% |
| 3Y | +94.4% | +27.0% | +67.4% | +79.5% |
| 5Y | +56.7% | -13.4% | +70.1% | +51.0% |
| 10Y | +375.3% | +575.2% | -199.9% | +252.4% |
| All | +956.4% | +623.9% | +332.4% | +652.8% |
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