+890.9%
QQQ vs VEEV
+596.9%
+294.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +0.9% |
| 7D | +1.5% | -5.2% | +6.7% | +2.9% |
| 30D | -0.6% | +14.9% | -15.6% | -4.6% |
| 3M | +0.4% | +58.4% | -57.9% | -12.1% |
| 6M | +20.1% | +35.5% | -15.4% | +8.8% |
| YTD | +17.2% | +18.6% | -1.4% | +9.8% |
| 1Y | +24.7% | -6.3% | +31.0% | +24.2% |
| 3Y | +96.2% | +20.2% | +76.0% | +77.3% |
| 5Y | +94.4% | -13.8% | +108.2% | +86.2% |
| 10Y | +556.7% | +542.0% | +14.7% | +310.4% |
| All | +890.9% | +596.9% | +294.0% | +481.8% |
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