+115.3%
SPOT vs VEEV
-13.7%
+129.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.5% |
| 7D | -3.1% | -4.6% | +1.5% | -1.1% |
| 30D | +7.4% | +8.6% | -1.3% | +2.5% |
| 3M | +8.2% | +62.4% | -54.2% | -14.1% |
| 6M | +2.2% | +40.3% | -38.0% | -14.3% |
| YTD | -9.5% | +17.5% | -27.0% | -18.0% |
| 1Y | -23.8% | -6.1% | -17.7% | -24.0% |
| 3Y | +233.5% | +16.7% | +216.8% | +180.8% |
| All | +115.3% | -13.7% | +129.0% | +102.4% |
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