-48.8%
SE vs VEEV
+6.7%
-55.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.4% | +2.0% | +3.9% |
| 7D | +6.7% | -2.3% | +8.9% | +7.1% |
| 30D | -17.2% | +9.6% | -26.8% | -19.0% |
| 3M | -28.0% | +46.6% | -74.7% | -35.2% |
| 6M | -6.1% | +82.5% | -88.6% | -20.5% |
| YTD | -37.1% | +39.2% | -76.3% | -44.7% |
| 1Y | -48.8% | +5.8% | -54.6% | -58.8% |
| All | -48.8% | +6.7% | -55.5% | -58.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling