+20.0%
ON vs VEEV
-4.9%
+24.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.5% |
| 7D | +12.2% | -0.7% | +13.0% | +12.5% |
| 30D | -3.1% | +1.4% | -4.5% | -3.8% |
| 3M | -12.9% | +19.4% | -32.2% | -18.6% |
| 6M | -38.6% | +93.6% | -132.2% | -53.5% |
| YTD | +31.2% | +35.1% | -3.8% | +15.0% |
| 1Y | +47.6% | +3.4% | +44.3% | +46.7% |
| 3Y | +6.6% | +81.4% | -74.8% | -25.3% |
| All | +20.0% | -4.9% | +24.9% | +4.5% |
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 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