-72.2%
OPEN vs VEEV
+13.7%
-85.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.0% |
| 7D | -2.9% | -7.1% | +4.2% | +3.3% |
| 30D | -13.8% | +11.1% | -24.9% | -23.2% |
| 3M | -30.9% | +55.5% | -86.4% | -55.6% |
| 6M | -40.9% | +33.4% | -74.3% | -56.9% |
| YTD | -48.5% | +16.8% | -65.4% | -57.7% |
| 1Y | -50.9% | -7.7% | -43.2% | -50.1% |
| 3Y | -20.6% | +18.4% | -39.0% | -41.6% |
| 5Y | -84.2% | -14.8% | -69.4% | -84.7% |
| All | -72.2% | +13.7% | -85.9% | -76.2% |
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