-71.4%
OPEN vs VEEV
+6.7%
-78.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +2.4% | +11.3% | +12.9% |
| 7D | +3.7% | -2.3% | +5.9% | +4.5% |
| 30D | -14.3% | +9.6% | -23.9% | -16.7% |
| 3M | -51.9% | +46.6% | -98.6% | -58.6% |
| 6M | -61.4% | +82.5% | -143.9% | -70.1% |
| YTD | -66.0% | +39.2% | -105.2% | -71.6% |
| 1Y | -71.4% | +5.8% | -77.2% | -79.0% |
| All | -71.4% | +6.7% | -78.1% | -79.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling