+802.8%
TEAM vs VEEV
+918.9%
-116.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.3% | +0.6% | -0.3% |
| 7D | -0.4% | -0.6% | +0.1% | 0.0% |
| 30D | +67.3% | +28.8% | +38.5% | +41.1% |
| 3M | +86.8% | +54.0% | +32.8% | +40.7% |
| 6M | +146.8% | +46.0% | +100.9% | +97.0% |
| YTD | +16.9% | +23.2% | -6.3% | +4.5% |
| 1Y | +12.8% | +1.9% | +10.9% | +12.6% |
| 3Y | -7.3% | +27.0% | -34.3% | -25.1% |
| 5Y | -50.7% | -13.4% | -37.3% | -49.8% |
| 10Y | +529.8% | +575.2% | -45.4% | +103.7% |
| All | +802.8% | +918.9% | -116.1% | +105.8% |
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 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