+8,534.1%
SHOP vs VEEV
+1,000.1%
+7,534.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.1% |
| 7D | +2.1% | -2.5% | +4.6% | +4.0% |
| 30D | -16.8% | +0.3% | -17.1% | -17.0% |
| 3M | -2.4% | +25.2% | -27.6% | -18.7% |
| 6M | +47.0% | +89.7% | -42.7% | -10.8% |
| YTD | -8.8% | +35.5% | -44.3% | -28.8% |
| 1Y | -6.3% | +1.8% | -8.1% | -10.4% |
| 3Y | +139.3% | +83.2% | +56.1% | +36.9% |
| 5Y | -12.1% | -4.8% | -7.3% | -16.9% |
| 10Y | +3,601.0% | +663.5% | +2,937.5% | +902.8% |
| All | +8,534.1% | +1,000.1% | +7,534.0% | +1,758.4% |
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