+1,065.2%
NRG vs VEEV
+556.2%
+509.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | -4.7% | -4.6% | -0.1% | -3.8% |
| 30D | -6.0% | +8.6% | -14.6% | -7.9% |
| 3M | -8.0% | +62.4% | -70.4% | -17.5% |
| 6M | -23.2% | +40.3% | -63.4% | -29.5% |
| YTD | -28.1% | +17.5% | -45.6% | -31.6% |
| 1Y | -27.3% | -6.1% | -21.2% | -27.4% |
| 3Y | +208.7% | +16.7% | +192.0% | +186.1% |
| 5Y | +197.7% | -13.3% | +211.0% | +188.7% |
| All | +1,065.2% | +556.2% | +509.0% | +433.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling