-88.6%
OPEN vs VEEV
+31.8%
-120.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.8% | -8.8% | -8.9% |
| 7D | -31.0% | -2.5% | -28.5% | -29.1% |
| 30D | -41.5% | +0.3% | -41.7% | -40.9% |
| 3M | -64.6% | +25.2% | -89.8% | -71.5% |
| 6M | -73.8% | +89.7% | -163.5% | -85.9% |
| YTD | -78.8% | +35.5% | -114.3% | -84.6% |
| 1Y | -86.8% | +1.8% | -88.7% | -87.7% |
| 3Y | -40.6% | +83.2% | -123.8% | -71.1% |
| 5Y | -94.7% | -4.8% | -89.9% | -95.3% |
| All | -88.6% | +31.8% | -120.4% | -91.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling