+214.8%
TER vs VEEV
-7.5%
+222.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | +9.4% | -8.2% | +17.6% | +6.5% |
| 30D | -2.4% | +10.3% | -12.7% | +1.4% |
| 3M | +6.5% | +59.4% | -52.8% | +27.1% |
| 6M | +23.2% | +37.6% | -14.4% | +47.1% |
| YTD | +91.5% | +16.9% | +74.6% | +133.3% |
| 1Y | +214.8% | -5.0% | +219.8% | +313.7% |
| All | +214.8% | -7.5% | +222.4% | +313.7% |
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