+3,462.3%
QLD vs VEEV
+623.9%
+2,838.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.6% | +2.0% |
| 7D | +0.6% | -0.6% | +1.1% | +0.8% |
| 30D | -0.1% | +28.8% | -29.0% | -13.4% |
| 3M | -8.4% | +54.0% | -62.4% | -29.0% |
| 6M | +32.2% | +46.0% | -13.7% | +3.6% |
| YTD | +28.9% | +23.2% | +5.7% | +10.1% |
| 1Y | +43.8% | +1.9% | +42.0% | +35.3% |
| 3Y | +176.6% | +27.0% | +149.6% | +119.7% |
| 5Y | +121.6% | -13.4% | +135.0% | +113.4% |
| 10Y | +1,652.9% | +575.2% | +1,077.7% | +668.9% |
| All | +3,462.3% | +623.9% | +2,838.3% | +1,300.1% |
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 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