+627.8%
OKTA vs VEEV
+410.8%
+217.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | +0.4% | -8.2% | +8.6% | +6.7% |
| 30D | +13.8% | +10.3% | +3.5% | +7.3% |
| 3M | +48.9% | +59.4% | -10.5% | +6.5% |
| 6M | +114.9% | +37.6% | +77.4% | +72.5% |
| YTD | +97.9% | +16.9% | +81.0% | +77.4% |
| 1Y | +89.7% | -5.0% | +94.6% | +94.5% |
| 3Y | +95.8% | +18.5% | +77.4% | +57.0% |
| 5Y | -32.6% | -13.8% | -18.8% | -31.5% |
| All | +627.8% | +410.8% | +217.0% | +146.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling