+3,140.8%
SMH vs VEEV
+586.3%
+2,554.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.6% |
| 7D | +4.3% | -7.1% | +11.4% | +6.6% |
| 30D | +0.9% | +11.1% | -10.3% | -2.8% |
| 3M | -2.8% | +55.5% | -58.4% | -16.7% |
| 6M | +45.6% | +33.4% | +12.3% | +29.8% |
| YTD | +59.5% | +16.8% | +42.6% | +47.7% |
| 1Y | +93.4% | -7.7% | +101.2% | +92.9% |
| 3Y | +287.1% | +18.4% | +268.7% | +245.4% |
| 5Y | +338.0% | -14.8% | +352.9% | +320.3% |
| 10Y | +1,876.8% | +546.5% | +1,330.3% | +1,050.9% |
| All | +3,140.8% | +586.3% | +2,554.5% | +1,659.8% |
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