+479.7%
ORCL vs VEEV
+623.9%
-144.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.3% | +6.3% | +3.8% |
| 7D | +5.3% | -0.6% | +5.8% | +5.4% |
| 30D | +10.0% | +28.8% | -18.9% | +3.8% |
| 3M | -32.6% | +54.0% | -86.6% | -39.1% |
| 6M | +4.9% | +46.0% | -41.0% | -4.1% |
| YTD | -17.8% | +23.2% | -41.0% | -22.2% |
| 1Y | -28.0% | +1.9% | -29.8% | -29.4% |
| 3Y | +36.0% | +27.0% | +9.0% | +25.6% |
| 5Y | +88.7% | -13.4% | +102.1% | +82.1% |
| 10Y | +346.9% | +575.2% | -228.3% | +198.6% |
| All | +479.7% | +623.9% | -144.3% | +265.7% |
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 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