+1.5%
SMR vs VEEV
+15.0%
-13.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.6% | -5.6% |
| 7D | +4.7% | -8.2% | +12.9% | +7.7% |
| 30D | +3.2% | +10.3% | -7.1% | -0.8% |
| 3M | +9.9% | +59.4% | -49.5% | -9.2% |
| 6M | -15.1% | +37.6% | -52.7% | -26.1% |
| YTD | -27.9% | +16.9% | -44.9% | -33.0% |
| 1Y | -70.2% | -5.0% | -65.3% | -70.0% |
| 3Y | +72.5% | +18.5% | +54.0% | +54.3% |
| All | +1.5% | +15.0% | -13.5% | -12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling