+102.9%
T vs VEEV
+18.2%
+84.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | -1.8% |
| 7D | -3.1% | -7.1% | +4.0% | -3.2% |
| 30D | +4.6% | +11.1% | -6.6% | +4.8% |
| 3M | +12.2% | +55.5% | -43.3% | +13.1% |
| 6M | -6.5% | +33.4% | -39.8% | -6.0% |
| YTD | +4.9% | +16.8% | -11.9% | +5.4% |
| 1Y | -10.5% | -7.7% | -2.7% | -10.1% |
| All | +102.9% | +18.2% | +84.7% | +106.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling