+28.7%
O vs VEEV
+18.2%
+10.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.4% |
| 7D | -2.3% | -7.1% | +4.8% | -1.9% |
| 30D | -2.4% | +11.1% | -13.6% | -3.0% |
| 3M | -0.6% | +55.5% | -56.1% | -2.7% |
| 6M | -5.0% | +33.4% | -38.3% | -6.3% |
| YTD | +10.4% | +16.8% | -6.4% | +9.8% |
| 1Y | +6.6% | -7.7% | +14.3% | +8.3% |
| All | +28.7% | +18.2% | +10.5% | +26.5% |
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