+367.0%
PSX vs VEEV
-14.9%
+381.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -0.9% | -0.9% |
| 7D | +1.5% | -8.2% | +9.7% | +2.3% |
| 30D | +15.8% | +10.3% | +5.5% | +14.5% |
| 3M | +43.0% | +59.4% | -16.4% | +36.0% |
| 6M | +61.1% | +37.6% | +23.5% | +55.1% |
| YTD | +104.5% | +16.9% | +87.6% | +99.9% |
| 1Y | +102.5% | -5.0% | +107.5% | +102.3% |
| 3Y | +133.5% | +18.5% | +115.0% | +125.3% |
| 5Y | +367.0% | -13.8% | +380.8% | +356.1% |
| All | +367.0% | -14.9% | +381.8% | +356.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling