-24.5%
TE vs VEEV
+18.3%
-42.8%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.1% | -6.8% | -6.7% |
| 7D | +0.9% | -8.2% | +9.1% | +4.3% |
| 30D | -16.3% | +10.3% | -26.6% | -20.3% |
| 3M | -40.8% | +59.4% | -100.1% | -53.7% |
| 6M | -42.6% | +37.6% | -80.2% | -51.6% |
| YTD | -31.4% | +16.9% | -48.3% | -37.6% |
| 1Y | +144.9% | -5.0% | +149.9% | +153.8% |
| All | -24.5% | +18.3% | -42.8% | -46.9% |
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 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