+561.2%
PSX vs VEEV
+623.9%
-62.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.4% | +0.5% |
| 7D | +4.5% | -0.6% | +5.1% | +4.6% |
| 30D | +26.6% | +28.8% | -2.2% | +22.8% |
| 3M | +39.3% | +54.0% | -14.8% | +32.1% |
| 6M | +56.8% | +46.0% | +10.9% | +49.2% |
| YTD | +101.8% | +23.2% | +78.6% | +95.4% |
| 1Y | +99.6% | +1.9% | +97.7% | +97.3% |
| 3Y | +140.3% | +27.0% | +113.3% | +128.9% |
| 5Y | +339.3% | -13.4% | +352.7% | +329.7% |
| 10Y | +369.9% | +575.2% | -205.4% | +236.7% |
| All | +561.2% | +623.9% | -62.7% | +354.8% |
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 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