-18.7%
OPEN vs VEEV
+18.2%
-36.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.4% |
| 7D | -2.9% | -7.1% | +4.2% | +1.3% |
| 30D | -13.8% | +11.1% | -24.9% | -20.1% |
| 3M | -30.9% | +55.5% | -86.4% | -49.1% |
| 6M | -40.9% | +33.4% | -74.3% | -51.9% |
| YTD | -48.5% | +16.8% | -65.4% | -54.3% |
| 1Y | -50.9% | -7.7% | -43.2% | -48.9% |
| All | -18.7% | +18.2% | -36.9% | -35.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling