-84.2%
OPEN vs VEEV
-15.0%
-69.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -0.9% |
| 7D | -2.9% | -7.1% | +4.2% | +3.5% |
| 30D | -13.8% | +11.1% | -24.9% | -23.5% |
| 3M | -30.9% | +55.5% | -86.4% | -56.3% |
| 6M | -40.9% | +33.4% | -74.3% | -57.4% |
| YTD | -48.5% | +16.8% | -65.4% | -57.9% |
| 1Y | -50.9% | -7.7% | -43.2% | -49.8% |
| 3Y | -20.6% | +18.4% | -39.0% | -43.1% |
| 5Y | -84.2% | -14.8% | -69.4% | -83.8% |
| All | -84.2% | -15.0% | -69.1% | -83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling