+11.1%
SMR vs VEEV
+16.7%
-5.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -3.7% | +19.0% | +16.5% |
| 7D | +21.4% | -5.2% | +26.5% | +23.4% |
| 30D | +13.8% | +14.9% | -1.1% | +7.8% |
| 3M | +3.9% | +58.4% | -54.5% | -13.8% |
| 6M | -4.2% | +35.5% | -39.7% | -16.0% |
| YTD | -21.1% | +18.6% | -39.7% | -27.0% |
| 1Y | -67.1% | -6.3% | -60.7% | -66.5% |
| 3Y | +88.9% | +20.2% | +68.6% | +68.1% |
| All | +11.1% | +16.7% | -5.6% | -4.5% |
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 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