+135.3%
PSX vs VEEV
+18.2%
+117.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.2% | +0.8% |
| 7D | +1.8% | -7.1% | +8.9% | +2.5% |
| 30D | +21.6% | +11.1% | +10.5% | +20.2% |
| 3M | +46.5% | +55.5% | -9.1% | +39.7% |
| 6M | +62.0% | +33.4% | +28.7% | +56.4% |
| YTD | +106.3% | +16.8% | +89.5% | +101.8% |
| 1Y | +103.0% | -7.7% | +110.7% | +104.4% |
| All | +135.3% | +18.2% | +117.1% | +120.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling