+890.9%
NOW vs VEEV
+706.3%
+184.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.3% |
| 7D | -3.1% | -0.2% | -2.9% | -3.0% |
| 30D | -27.0% | +3.5% | -30.5% | -28.1% |
| 3M | -17.7% | +32.9% | -50.7% | -29.4% |
| 6M | +12.7% | +84.2% | -71.5% | -17.9% |
| YTD | -32.9% | +37.3% | -70.2% | -42.7% |
| 1Y | -40.4% | +3.9% | -44.3% | -41.6% |
| 3Y | -17.1% | +83.9% | -101.0% | -42.5% |
| 5Y | -25.7% | -4.3% | -21.4% | -29.9% |
| 10Y | +504.6% | +669.1% | -164.5% | +123.0% |
| All | +890.9% | +706.3% | +184.6% | +213.1% |
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