-36.5%
SWKS vs VEEV
-4.9%
-31.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +9.4% | -0.7% | +10.2% | +9.7% |
| 30D | +17.0% | +1.4% | +15.6% | +16.3% |
| 3M | +28.9% | +19.4% | +9.6% | +21.0% |
| 6M | +33.1% | +93.6% | -60.5% | +5.4% |
| YTD | +44.8% | +35.1% | +9.7% | +28.9% |
| 1Y | +36.2% | +3.4% | +32.8% | +34.0% |
| 3Y | +11.5% | +81.4% | -69.9% | -15.5% |
| All | -36.5% | -4.9% | -31.6% | -40.8% |
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