-70.8%
OPEN vs VEEV
+19.9%
-90.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.3% | +3.9% | +3.4% |
| 7D | -4.3% | -0.6% | -3.7% | -4.0% |
| 30D | -16.2% | +28.8% | -45.1% | -34.7% |
| 3M | -36.4% | +54.0% | -90.4% | -58.5% |
| 6M | -35.5% | +46.0% | -81.4% | -56.5% |
| YTD | -46.0% | +23.2% | -69.2% | -57.6% |
| 1Y | -47.1% | +1.9% | -49.0% | -51.0% |
| 3Y | -19.0% | +27.0% | -46.0% | -44.2% |
| 5Y | -83.6% | -13.4% | -70.2% | -84.4% |
| All | -70.8% | +19.9% | -90.7% | -76.1% |
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