+247.9%
SOXX vs VEEV
-13.7%
+261.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.3% | +1.7% |
| 7D | +1.4% | -4.6% | +6.0% | +2.7% |
| 30D | -3.6% | +8.6% | -12.2% | -6.5% |
| 3M | -10.2% | +62.4% | -72.6% | -24.5% |
| 6M | +54.2% | +40.3% | +14.0% | +35.2% |
| YTD | +75.2% | +17.5% | +57.7% | +63.6% |
| 1Y | +107.5% | -6.1% | +113.6% | +111.3% |
| 3Y | +226.8% | +16.7% | +210.1% | +192.1% |
| All | +247.9% | -13.7% | +261.6% | +245.8% |
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