+31.5%
ORCL vs VEEV
+24.3%
+7.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.3% | +6.3% | +4.1% |
| 7D | +5.3% | -0.6% | +5.8% | +5.4% |
| 30D | +10.0% | +28.8% | -18.9% | +1.4% |
| 3M | -32.6% | +54.0% | -86.6% | -41.6% |
| 6M | +4.9% | +46.0% | -41.0% | -8.3% |
| YTD | -17.8% | +23.2% | -41.0% | -25.1% |
| 1Y | -28.0% | +1.9% | -29.8% | -31.8% |
| All | +31.5% | +24.3% | +7.2% | +33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling