+219.1%
TER vs VEEV
-14.3%
+233.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.7% | +7.9% | +5.3% |
| 7D | +11.0% | -5.2% | +16.1% | +12.5% |
| 30D | -1.9% | +14.9% | -16.8% | -6.4% |
| 3M | -0.7% | +58.4% | -59.0% | -16.0% |
| 6M | +36.4% | +35.5% | +0.9% | +20.7% |
| YTD | +92.4% | +18.6% | +73.8% | +78.3% |
| 1Y | +213.5% | -6.3% | +219.9% | +221.5% |
| 3Y | +277.2% | +20.2% | +257.0% | +231.1% |
| 5Y | +219.1% | -13.8% | +232.9% | +213.6% |
| All | +219.1% | -14.3% | +233.4% | +213.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling