+157.1%
SPMO vs VEEV
+18.9%
+138.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | -0.9% | -4.6% | +3.7% | -0.6% |
| 30D | -1.9% | +8.6% | -10.6% | -2.8% |
| 3M | -1.4% | +62.4% | -63.8% | -6.6% |
| 6M | +25.5% | +40.3% | -14.8% | +21.4% |
| YTD | +24.8% | +17.5% | +7.3% | +24.4% |
| 1Y | +24.5% | -6.1% | +30.6% | +29.1% |
| 3Y | +157.1% | +16.7% | +140.5% | +152.1% |
| All | +157.1% | +18.9% | +138.2% | +152.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling