+302.5%
PSX vs VEEV
-4.9%
+307.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | +7.8% | -0.7% | +8.5% | +7.9% |
| 30D | -10.9% | +1.4% | -12.3% | -11.0% |
| 3M | +14.5% | +19.4% | -4.9% | +12.3% |
| 6M | +56.1% | +93.6% | -37.5% | +45.4% |
| YTD | +109.6% | +35.1% | +74.5% | +101.9% |
| 1Y | +95.5% | +3.4% | +92.1% | +94.0% |
| 3Y | +156.2% | +81.4% | +74.8% | +137.1% |
| All | +302.5% | -4.9% | +307.4% | +280.1% |
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