+1,018.3%
PH vs VEEV
+693.5%
+324.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | +4.3% | -0.7% | +5.1% | +4.5% |
| 30D | +0.1% | +1.4% | -1.3% | -0.2% |
| 3M | -9.4% | +19.4% | -28.7% | -12.8% |
| 6M | +8.8% | +93.6% | -84.9% | -5.4% |
| YTD | +9.6% | +35.1% | -25.4% | +1.7% |
| 1Y | +14.4% | +3.4% | +11.1% | +12.1% |
| 3Y | +134.5% | +81.4% | +53.2% | +100.8% |
| 5Y | +204.4% | -5.1% | +209.5% | +188.2% |
| 10Y | +697.3% | +661.2% | +36.0% | +396.6% |
| All | +1,018.3% | +693.5% | +324.8% | +566.0% |
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