+43.4%
SMH vs VEEV
+6.7%
+36.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.4% | -5.2% | -2.5% |
| 7D | -11.2% | -2.3% | -8.9% | -11.3% |
| 30D | -20.4% | +9.6% | -30.0% | -19.8% |
| 3M | -12.4% | +46.6% | -59.0% | -8.7% |
| 6M | -0.5% | +82.5% | -83.0% | +6.7% |
| YTD | +40.0% | +39.2% | +0.9% | +57.5% |
| 1Y | +43.4% | +5.8% | +37.6% | +63.5% |
| All | +43.4% | +6.7% | +36.6% | +63.5% |
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