+1,077.4%
STX vs VEEV
-15.0%
+1,092.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.8% |
| 7D | +9.6% | -7.1% | +16.7% | +10.6% |
| 30D | +10.6% | +11.1% | -0.5% | +8.3% |
| 3M | +4.8% | +55.5% | -50.7% | -4.5% |
| 6M | +137.3% | +33.4% | +103.9% | +122.9% |
| YTD | +222.5% | +16.8% | +205.7% | +212.8% |
| 1Y | +366.2% | -7.7% | +374.0% | +378.3% |
| 3Y | +1,352.9% | +18.4% | +1,334.5% | +1,254.3% |
| 5Y | +1,077.4% | -14.8% | +1,092.3% | +1,026.5% |
| All | +1,077.4% | -15.0% | +1,092.5% | +1,026.5% |
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