+17.2%
O vs VEEV
-14.9%
+32.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -3.5% | -8.2% | +4.7% | -2.8% |
| 30D | -3.3% | +10.3% | -13.6% | -4.4% |
| 3M | -2.8% | +59.4% | -62.2% | -7.3% |
| 6M | -5.8% | +37.6% | -43.3% | -9.0% |
| YTD | +9.4% | +16.9% | -7.5% | +7.4% |
| 1Y | +5.7% | -5.0% | +10.6% | +6.2% |
| 3Y | +27.2% | +18.5% | +8.8% | +22.4% |
| 5Y | +17.2% | -13.8% | +31.0% | +14.4% |
| All | +17.2% | -14.9% | +32.0% | +14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling