+1,817.5%
STX vs VEEV
+693.5%
+1,124.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | +14.6% | -0.7% | +15.3% | +14.8% |
| 30D | -26.0% | +1.4% | -27.4% | -26.3% |
| 3M | -42.6% | +19.4% | -62.0% | -45.1% |
| 6M | -35.3% | +93.6% | -128.9% | -45.4% |
| YTD | +92.5% | +35.1% | +57.4% | +75.8% |
| 1Y | +102.4% | +3.4% | +99.0% | +97.3% |
| 3Y | +673.8% | +81.4% | +592.5% | +538.0% |
| 5Y | +463.1% | -5.1% | +468.1% | +427.8% |
| 10Y | +2,014.6% | +661.2% | +1,353.3% | +1,033.8% |
| All | +1,817.5% | +693.5% | +1,124.0% | +881.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling