+2.2%
SW vs VEEV
+2.5%
-0.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.3% | +4.5% | +1.5% |
| 7D | -5.1% | -0.6% | -4.5% | -5.1% |
| 30D | -4.6% | +28.8% | -33.4% | -6.9% |
| 3M | +9.4% | +54.0% | -44.6% | +5.1% |
| 6M | +3.5% | +46.0% | -42.4% | -0.1% |
| YTD | +22.0% | +23.2% | -1.2% | +21.0% |
| 1Y | +2.2% | +1.9% | +0.3% | +5.2% |
| All | +2.2% | +2.5% | -0.3% | +5.2% |
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 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