+416.5%
NI vs VEEV
+596.9%
-180.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.7% | +5.0% | +1.5% |
| 7D | +2.3% | -5.2% | +7.4% | +2.7% |
| 30D | -1.7% | +14.9% | -16.6% | -2.9% |
| 3M | -8.0% | +58.4% | -66.4% | -11.7% |
| 6M | -8.6% | +35.5% | -44.1% | -11.3% |
| YTD | +2.3% | +18.6% | -16.3% | +0.4% |
| 1Y | +6.9% | -6.3% | +13.3% | +7.0% |
| 3Y | +70.6% | +20.2% | +50.3% | +65.1% |
| 5Y | +96.4% | -13.8% | +110.2% | +93.1% |
| 10Y | +136.1% | +542.0% | -405.9% | +95.5% |
| All | +416.5% | +596.9% | -180.4% | +319.9% |
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 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