+6.0%
SO vs VEEV
+3.3%
+2.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.2% |
| 7D | +1.4% | -0.7% | +2.1% | +1.3% |
| 30D | +4.7% | +1.4% | +3.3% | +4.8% |
| 3M | +1.7% | +19.4% | -17.7% | +2.7% |
| 6M | +2.2% | +93.6% | -91.5% | +6.1% |
| YTD | +10.0% | +35.1% | -25.1% | +10.9% |
| 1Y | +6.0% | +3.4% | +2.7% | +3.7% |
| All | +6.0% | +3.3% | +2.8% | +3.7% |
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