-74.1%
OPEN vs VEEV
+13.7%
-87.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.1% | -6.7% | -6.7% |
| 7D | -10.5% | -8.2% | -2.3% | -3.8% |
| 30D | -21.8% | +10.3% | -32.1% | -29.9% |
| 3M | -37.5% | +59.4% | -96.9% | -60.7% |
| 6M | -44.1% | +37.6% | -81.7% | -60.4% |
| YTD | -52.0% | +16.9% | -68.9% | -60.6% |
| 1Y | -52.2% | -5.0% | -47.3% | -52.8% |
| 3Y | -25.9% | +18.5% | -44.4% | -45.6% |
| 5Y | -85.1% | -13.8% | -71.2% | -85.7% |
| All | -74.1% | +13.7% | -87.8% | -77.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling