+208.7%
NRG vs VEEV
+18.9%
+189.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.6% |
| 7D | -4.7% | -4.6% | -0.1% | -4.4% |
| 30D | -6.0% | +8.6% | -14.6% | -6.6% |
| 3M | -8.0% | +62.4% | -70.4% | -12.2% |
| 6M | -23.2% | +40.3% | -63.4% | -25.4% |
| YTD | -28.1% | +17.5% | -45.6% | -28.1% |
| 1Y | -27.3% | -6.1% | -21.2% | -23.9% |
| 3Y | +208.7% | +16.7% | +192.0% | +205.0% |
| All | +208.7% | +18.9% | +189.7% | +205.0% |
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