-93.9%
OPEN vs VEEV
-3.2%
-90.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.4% |
| 7D | -31.1% | -1.9% | -29.2% | -29.6% |
| 30D | -34.7% | +3.0% | -37.7% | -35.7% |
| 3M | -61.9% | +28.8% | -90.7% | -70.3% |
| 6M | -71.9% | +91.3% | -163.1% | -85.3% |
| YTD | -76.6% | +36.5% | -113.1% | -83.3% |
| 1Y | -83.9% | +1.9% | -85.8% | -84.9% |
| 3Y | -34.4% | +84.6% | -119.0% | -70.3% |
| 5Y | -93.9% | -2.6% | -91.3% | -94.7% |
| All | -93.9% | -3.2% | -90.7% | -94.7% |
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