+2,214.2%
TER vs VEEV
+623.9%
+1,590.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.3% | +8.8% | +6.5% |
| 7D | +0.6% | -0.6% | +1.2% | +0.7% |
| 30D | -8.3% | +28.8% | -37.1% | -16.0% |
| 3M | -12.2% | +54.0% | -66.2% | -25.5% |
| 6M | +17.1% | +46.0% | -28.9% | -0.4% |
| YTD | +84.7% | +23.2% | +61.4% | +65.5% |
| 1Y | +199.9% | +1.9% | +198.1% | +186.8% |
| 3Y | +232.8% | +27.0% | +205.7% | +186.3% |
| 5Y | +198.6% | -13.4% | +212.0% | +183.8% |
| 10Y | +1,669.7% | +575.2% | +1,094.5% | +862.9% |
| All | +2,214.2% | +623.9% | +1,590.3% | +1,066.1% |
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