+338.9%
ORCL vs VEEV
+706.3%
-367.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +3.0% |
| 7D | +0.5% | -0.2% | +0.7% | +0.5% |
| 30D | -15.3% | +3.5% | -18.8% | -15.9% |
| 3M | -18.2% | +32.9% | -51.2% | -23.4% |
| 6M | -38.4% | +84.2% | -122.6% | -46.4% |
| YTD | -37.7% | +37.3% | -75.0% | -42.5% |
| 1Y | -49.3% | +3.9% | -53.2% | -50.5% |
| 3Y | +10.6% | +83.9% | -73.3% | -5.2% |
| 5Y | +35.5% | -4.3% | +39.8% | +27.9% |
| 10Y | +251.6% | +669.1% | -417.5% | +128.8% |
| All | +338.9% | +706.3% | -367.4% | +170.3% |
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 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