+40.0%
PATH vs VEEV
+2.5%
+37.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -3.3% | -13.4% | -13.8% |
| 7D | -16.3% | -0.6% | -15.7% | -15.4% |
| 30D | +9.9% | +28.8% | -18.9% | -11.3% |
| 3M | +30.2% | +54.0% | -23.9% | -9.4% |
| 6M | +37.2% | +46.0% | -8.7% | +0.1% |
| YTD | -7.3% | +23.2% | -30.6% | -24.3% |
| 1Y | +40.0% | +1.9% | +38.1% | +22.6% |
| All | +40.0% | +2.5% | +37.5% | +22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling