+101.6%
PSX vs VEEV
-5.2%
+106.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | +0.4% |
| 7D | +1.7% | -4.6% | +6.3% | +1.8% |
| 30D | +15.6% | +8.6% | +7.0% | +15.2% |
| 3M | +46.5% | +62.4% | -16.0% | +43.2% |
| 6M | +55.0% | +40.3% | +14.8% | +50.6% |
| YTD | +105.3% | +17.5% | +87.7% | +99.1% |
| 1Y | +101.6% | -6.1% | +107.7% | +101.8% |
| All | +101.6% | -5.2% | +106.8% | +101.8% |
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