-64.9%
SE vs VEEV
-13.7%
-51.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.7% | +4.8% | +3.2% |
| 7D | +0.6% | -5.2% | +5.8% | +3.5% |
| 30D | -0.1% | +14.9% | -15.0% | -9.3% |
| 3M | +34.1% | +58.4% | -24.2% | -0.2% |
| 6M | +23.2% | +35.5% | -12.3% | -0.5% |
| YTD | -11.2% | +18.6% | -29.8% | -22.6% |
| 1Y | -40.5% | -6.3% | -34.2% | -40.5% |
| 3Y | +196.3% | +20.2% | +176.1% | +122.9% |
| All | -64.9% | -13.7% | -51.1% | -65.9% |
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