+90.1%
STM vs VEEV
+4.6%
+85.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.3% |
| 7D | -7.9% | +0.8% | -8.7% | -7.8% |
| 30D | -14.1% | +3.2% | -17.3% | -13.7% |
| 3M | -17.6% | +30.2% | -47.8% | -14.5% |
| 6M | -24.2% | +83.7% | -107.9% | -17.5% |
| YTD | +73.3% | +36.9% | +36.4% | +105.1% |
| 1Y | +90.1% | +3.3% | +86.8% | +125.1% |
| All | +90.1% | +4.6% | +85.5% | +125.1% |
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 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