+30.6%
ORCL vs VEEV
-4.9%
+35.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.4% |
| 7D | -11.2% | -2.9% | -8.2% | -10.4% |
| 30D | -18.8% | +7.5% | -26.3% | -20.3% |
| 3M | -18.8% | +39.5% | -58.2% | -26.0% |
| 6M | -39.7% | +81.5% | -121.2% | -49.2% |
| YTD | -39.6% | +36.1% | -75.7% | -45.5% |
| 1Y | -51.7% | +4.3% | -56.0% | -53.7% |
| 3Y | +10.2% | +54.8% | -44.6% | -6.1% |
| All | +30.6% | -4.9% | +35.5% | +20.7% |
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