+87.6%
SMH vs VEEV
-5.2%
+92.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.5% |
| 7D | +0.3% | -4.6% | +4.9% | 0.0% |
| 30D | -2.8% | +8.6% | -11.4% | -2.1% |
| 3M | -6.7% | +62.4% | -69.1% | -3.3% |
| 6M | +41.8% | +40.3% | +1.5% | +49.8% |
| YTD | +57.9% | +17.5% | +40.3% | +73.6% |
| 1Y | +87.6% | -6.1% | +93.7% | +121.1% |
| All | +87.6% | -5.2% | +92.8% | +121.1% |
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