-85.6%
SMR vs VEEV
+6.7%
-92.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.4% | -6.9% | -4.8% |
| 7D | -9.5% | -2.3% | -7.3% | -9.2% |
| 30D | -33.2% | +9.6% | -42.8% | -34.2% |
| 3M | -45.9% | +46.6% | -92.6% | -49.1% |
| 6M | -57.9% | +82.5% | -140.4% | -62.2% |
| YTD | -63.8% | +39.2% | -102.9% | -63.3% |
| 1Y | -85.6% | +5.8% | -91.4% | -85.5% |
| All | -85.6% | +6.7% | -92.3% | -85.5% |
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