+74.3%
OKE vs VEEV
+18.9%
+55.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | +1.2% | -4.6% | +5.9% | +1.4% |
| 30D | +4.5% | +8.6% | -4.2% | +4.1% |
| 3M | +9.6% | +62.4% | -52.8% | +7.2% |
| 6M | +15.4% | +40.3% | -24.9% | +13.9% |
| YTD | +36.5% | +17.5% | +18.9% | +36.6% |
| 1Y | +39.0% | -6.1% | +45.1% | +42.3% |
| 3Y | +74.3% | +16.7% | +57.6% | +73.8% |
| All | +74.3% | +18.9% | +55.4% | +73.8% |
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 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