+145.0%
TT vs VEEV
-14.3%
+159.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.7% | +3.3% | +0.1% |
| 7D | +1.6% | -5.2% | +6.7% | +2.3% |
| 30D | -7.3% | +14.9% | -22.2% | -9.4% |
| 3M | -2.6% | +58.4% | -60.9% | -9.7% |
| 6M | +5.9% | +35.5% | -29.6% | +0.5% |
| YTD | +15.4% | +18.6% | -3.2% | +12.0% |
| 1Y | +8.2% | -6.3% | +14.6% | +10.2% |
| 3Y | +122.7% | +20.2% | +102.4% | +109.3% |
| 5Y | +145.0% | -13.8% | +158.8% | +131.4% |
| All | +145.0% | -14.3% | +159.2% | +131.4% |
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