+98.3%
STM vs VEEV
+3.3%
+95.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.5% |
| 7D | +12.0% | -0.7% | +12.7% | +11.9% |
| 30D | -0.4% | +1.4% | -1.8% | -0.2% |
| 3M | -13.2% | +19.4% | -32.5% | -11.1% |
| 6M | -26.1% | +93.6% | -119.7% | -19.9% |
| YTD | +81.2% | +35.1% | +46.1% | +114.3% |
| 1Y | +98.3% | +3.4% | +94.9% | +135.4% |
| All | +98.3% | +3.3% | +95.1% | +135.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling