-16.3%
NOW vs VEEV
+56.3%
-72.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | +0.8% |
| 7D | -3.0% | -2.9% | 0.0% | -1.3% |
| 30D | -26.0% | +7.5% | -33.6% | -28.8% |
| 3M | -13.1% | +39.5% | -52.6% | -28.0% |
| 6M | +14.5% | +81.5% | -67.0% | -16.8% |
| YTD | -33.4% | +36.1% | -69.5% | -46.4% |
| 1Y | -40.6% | +4.3% | -44.9% | -48.4% |
| 3Y | -16.3% | +54.8% | -71.2% | -36.0% |
| All | -16.3% | +56.3% | -72.6% | -36.0% |
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