+363.4%
ORCL vs VEEV
+547.1%
-183.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.7% | +6.1% | +3.3% |
| 7D | +15.0% | -5.2% | +20.2% | +16.5% |
| 30D | +10.5% | +14.9% | -4.4% | +6.3% |
| 3M | -23.0% | +58.4% | -81.4% | -32.4% |
| 6M | +7.0% | +35.5% | -28.5% | -2.2% |
| YTD | -15.8% | +18.6% | -34.5% | -20.6% |
| 1Y | -31.1% | -6.3% | -24.7% | -31.4% |
| 3Y | +33.3% | +20.2% | +13.1% | +22.4% |
| 5Y | +94.3% | -13.8% | +108.1% | +87.1% |
| 10Y | +363.4% | +542.0% | -178.7% | +156.3% |
| All | +363.4% | +547.1% | -183.7% | +156.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling