+192.9%
SO vs VEEV
+659.1%
-466.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.4% |
| 7D | -0.9% | -2.5% | +1.5% | -0.7% |
| 30D | +4.9% | +0.3% | +4.7% | +4.9% |
| 3M | +0.8% | +25.2% | -24.4% | -1.3% |
| 6M | +0.6% | +89.7% | -89.1% | -5.2% |
| YTD | +8.7% | +35.5% | -26.8% | +5.3% |
| 1Y | +4.0% | +1.8% | +2.1% | +3.5% |
| 3Y | +50.6% | +83.2% | -32.6% | +39.3% |
| 5Y | +77.5% | -4.8% | +82.3% | +74.9% |
| All | +192.9% | +659.1% | -466.2% | +155.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling