+29.7%
SRE vs VEEV
+18.3%
+11.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -0.7% | -8.2% | +7.6% | -0.5% |
| 30D | -1.7% | +10.3% | -12.0% | -2.1% |
| 3M | -7.1% | +59.4% | -66.4% | -8.8% |
| 6M | -8.4% | +37.6% | -46.0% | -9.2% |
| YTD | -3.5% | +16.9% | -20.4% | -3.2% |
| 1Y | +5.4% | -5.0% | +10.4% | +7.7% |
| All | +29.7% | +18.3% | +11.4% | +31.0% |
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 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