+84.8%
OKTA vs VEEV
+18.9%
+65.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -3.0% |
| 7D | -2.4% | -4.6% | +2.2% | +0.2% |
| 30D | +13.0% | +8.6% | +4.4% | +9.1% |
| 3M | +41.7% | +62.4% | -20.7% | +11.1% |
| 6M | +105.9% | +40.3% | +65.7% | +73.3% |
| YTD | +92.6% | +17.5% | +75.0% | +72.2% |
| 1Y | +81.1% | -6.1% | +87.2% | +74.0% |
| 3Y | +84.8% | +16.7% | +68.2% | +72.5% |
| All | +84.8% | +18.9% | +65.9% | +72.5% |
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