+96.2%
SMH vs VEEV
+2.5%
+93.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.3% | +5.9% | +2.4% |
| 7D | +2.5% | -0.6% | +3.1% | +2.5% |
| 30D | -0.5% | +28.8% | -29.3% | +1.6% |
| 3M | -9.6% | +54.0% | -63.7% | -5.6% |
| 6M | +42.1% | +46.0% | -3.9% | +50.3% |
| YTD | +57.4% | +23.2% | +34.2% | +73.1% |
| 1Y | +96.2% | +1.9% | +94.4% | +127.1% |
| All | +96.2% | +2.5% | +93.7% | +127.1% |
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