+78.3%
SO vs VEEV
-3.0%
+81.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -0.1% | +0.8% | -0.9% | -0.1% |
| 30D | +8.7% | +3.2% | +5.5% | +8.6% |
| 3M | +3.4% | +30.2% | -26.8% | +2.8% |
| 6M | +3.7% | +83.7% | -80.0% | +2.2% |
| YTD | +10.0% | +36.9% | -26.8% | +9.3% |
| 1Y | +6.6% | +3.3% | +3.3% | +7.0% |
| 3Y | +52.5% | +85.1% | -32.6% | +48.7% |
| All | +78.3% | -3.0% | +81.3% | +76.3% |
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