+629.3%
ON vs VEEV
+556.2%
+73.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.5% | +8.0% | +8.3% |
| 7D | +2.4% | -4.6% | +7.0% | +4.4% |
| 30D | -8.6% | +8.6% | -17.3% | -12.3% |
| 3M | -34.3% | +62.4% | -96.8% | -48.1% |
| 6M | +28.5% | +40.3% | -11.7% | +6.4% |
| YTD | +40.6% | +17.5% | +23.1% | +25.3% |
| 1Y | +55.3% | -6.1% | +61.4% | +53.0% |
| 3Y | -22.2% | +16.7% | -38.9% | -34.0% |
| 5Y | +62.4% | -13.3% | +75.7% | +52.4% |
| All | +629.3% | +556.2% | +73.1% | +140.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling