+254.8%
SPOT vs VEEV
+266.0%
-11.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.7% | +1.2% | -0.9% |
| 7D | -2.9% | -5.2% | +2.3% | -0.5% |
| 30D | +8.3% | +14.9% | -6.6% | +0.5% |
| 3M | +5.1% | +58.4% | -53.3% | -16.4% |
| 6M | -6.5% | +35.5% | -41.9% | -21.0% |
| YTD | -9.0% | +18.6% | -27.6% | -18.5% |
| 1Y | -26.4% | -6.3% | -20.1% | -26.9% |
| 3Y | +240.0% | +20.2% | +219.8% | +180.6% |
| 5Y | +111.7% | -13.8% | +125.5% | +100.4% |
| All | +254.8% | +266.0% | -11.2% | +70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling