+476.2%
STX vs VEEV
-4.9%
+481.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | +14.6% | -0.7% | +15.3% | +14.7% |
| 30D | -26.0% | +1.4% | -27.4% | -26.2% |
| 3M | -42.6% | +19.4% | -62.0% | -44.3% |
| 6M | -35.3% | +93.6% | -128.9% | -43.3% |
| YTD | +92.5% | +35.1% | +57.4% | +82.8% |
| 1Y | +102.4% | +3.4% | +99.0% | +105.6% |
| 3Y | +673.8% | +81.4% | +592.5% | +552.7% |
| All | +476.2% | -4.9% | +481.1% | +420.9% |
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