-89.0%
OPEN vs VEEV
+31.4%
-120.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.4% |
| 7D | -15.0% | -0.7% | -14.3% | -14.4% |
| 30D | -40.2% | +1.4% | -41.6% | -40.3% |
| 3M | -67.4% | +19.4% | -86.7% | -72.6% |
| 6M | -74.0% | +93.6% | -167.6% | -86.3% |
| YTD | -79.6% | +35.1% | -114.7% | -85.2% |
| 1Y | -86.1% | +3.4% | -89.5% | -87.2% |
| 3Y | -41.4% | +81.4% | -122.8% | -71.2% |
| 5Y | -94.9% | -5.1% | -89.8% | -95.5% |
| All | -89.0% | +31.4% | -120.4% | -91.6% |
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