+8,434.7%
SHOP vs VEEV
+900.7%
+7,534.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.7% | +1.9% |
| 7D | -5.1% | -0.6% | -4.5% | -4.8% |
| 30D | +0.6% | +28.8% | -28.3% | -18.0% |
| 3M | +25.0% | +54.0% | -29.0% | -11.1% |
| 6M | +11.9% | +46.0% | -34.0% | -17.3% |
| YTD | -9.9% | +23.2% | -33.1% | -24.3% |
| 1Y | 0.0% | +1.9% | -1.9% | -4.8% |
| 3Y | +117.5% | +27.0% | +90.5% | +64.1% |
| 5Y | -6.6% | -13.4% | +6.7% | -5.1% |
| 10Y | +3,320.3% | +575.2% | +2,745.1% | +909.1% |
| All | +8,434.7% | +900.7% | +7,534.0% | +1,874.7% |
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