+1,262.2%
NOW vs VEEV
+623.9%
+638.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.3% | +0.3% | -1.2% |
| 7D | -2.4% | -0.6% | -1.8% | -2.0% |
| 30D | +20.5% | +28.8% | -8.3% | +4.9% |
| 3M | +18.3% | +54.0% | -35.7% | -6.0% |
| 6M | +24.1% | +46.0% | -21.9% | +2.7% |
| YTD | -7.8% | +23.2% | -31.0% | -16.7% |
| 1Y | -21.4% | +1.9% | -23.3% | -22.4% |
| 3Y | +19.5% | +27.0% | -7.5% | -0.1% |
| 5Y | +4.1% | -13.4% | +17.5% | +3.4% |
| 10Y | +826.4% | +575.2% | +251.2% | +264.2% |
| All | +1,262.2% | +623.9% | +638.3% | +355.0% |
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 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