+277.2%
TER vs VEEV
+18.9%
+258.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.7% | +7.9% | +4.5% |
| 7D | +11.0% | -5.2% | +16.1% | +11.4% |
| 30D | -1.9% | +14.9% | -16.8% | -3.2% |
| 3M | -0.7% | +58.4% | -59.0% | -6.5% |
| 6M | +36.4% | +35.5% | +0.9% | +33.2% |
| YTD | +92.4% | +18.6% | +73.8% | +95.3% |
| 1Y | +213.5% | -6.3% | +219.9% | +246.8% |
| 3Y | +277.2% | +20.2% | +257.0% | +250.9% |
| All | +277.2% | +18.9% | +258.3% | +250.9% |
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