-4.9%
SHOP vs VEEV
+6.7%
-11.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.4% | +4.9% | +5.8% |
| 7D | -9.0% | -2.3% | -6.8% | -7.6% |
| 30D | -4.4% | +9.6% | -14.0% | -9.8% |
| 3M | +24.1% | +46.6% | -22.5% | -5.2% |
| 6M | +20.0% | +82.5% | -62.5% | -21.8% |
| YTD | -4.9% | +39.2% | -44.1% | -31.5% |
| 1Y | -4.9% | +5.8% | -10.8% | -31.1% |
| All | -4.9% | +6.7% | -11.7% | -31.1% |
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 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