+112.5%
NET vs VEEV
-13.1%
+125.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.3% | +1.3% | +0.7% |
| 7D | -7.0% | -0.6% | -6.4% | -6.5% |
| 30D | -4.8% | +28.8% | -33.6% | -23.2% |
| 3M | +3.8% | +54.0% | -50.2% | -28.8% |
| 6M | +50.0% | +46.0% | +4.1% | +7.3% |
| YTD | +41.5% | +23.2% | +18.2% | +15.1% |
| 1Y | +32.8% | +1.9% | +31.0% | +25.8% |
| 3Y | +335.9% | +27.0% | +308.9% | +199.8% |
| All | +112.5% | -13.1% | +125.5% | +149.7% |
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