-73.1%
SMR vs VEEV
+2.5%
-75.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.8% | 0.0% |
| 7D | +4.4% | -0.6% | +5.0% | +4.5% |
| 30D | +3.4% | +28.8% | -25.4% | -0.2% |
| 3M | -19.2% | +54.0% | -73.2% | -24.1% |
| 6M | -22.6% | +46.0% | -68.6% | -25.3% |
| YTD | -31.5% | +23.2% | -54.8% | -30.3% |
| 1Y | -73.1% | +1.9% | -74.9% | -70.7% |
| All | -73.1% | +2.5% | -75.6% | -70.7% |
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