+194.3%
NOK vs VEEV
+18.9%
+175.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.5% | +4.3% | +4.8% |
| 7D | +11.0% | -4.6% | +15.6% | +11.1% |
| 30D | +7.8% | +8.6% | -0.8% | +7.5% |
| 3M | -21.0% | +62.4% | -83.4% | -22.9% |
| 6M | +40.9% | +40.3% | +0.6% | +39.5% |
| YTD | +72.0% | +17.5% | +54.5% | +73.6% |
| 1Y | +140.9% | -6.1% | +147.0% | +148.9% |
| 3Y | +194.3% | +16.7% | +177.6% | +185.0% |
| All | +194.3% | +18.9% | +175.3% | +185.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling