+76.2%
O vs VEEV
+656.9%
-580.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | -0.4% | -0.7% | +0.4% | -0.3% |
| 30D | +7.1% | +1.4% | +5.7% | +6.9% |
| 3M | -5.2% | +19.4% | -24.6% | -7.4% |
| 6M | -1.8% | +93.6% | -95.4% | -9.7% |
| YTD | +9.1% | +35.1% | -26.0% | +4.3% |
| 1Y | +9.7% | +3.4% | +6.3% | +8.6% |
| 3Y | +39.1% | +81.4% | -42.2% | +25.6% |
| 5Y | +8.4% | -5.1% | +13.4% | +4.6% |
| All | +76.2% | +656.9% | -580.7% | +39.0% |
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 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