+1,303.3%
TT vs VEEV
+623.9%
+679.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.3% | +4.1% | +1.3% |
| 7D | 0.0% | -0.6% | +0.6% | +0.1% |
| 30D | -7.2% | +28.8% | -36.0% | -11.0% |
| 3M | -3.0% | +54.0% | -57.0% | -9.8% |
| 6M | +1.4% | +46.0% | -44.6% | -5.5% |
| YTD | +15.9% | +23.2% | -7.3% | +10.8% |
| 1Y | +9.4% | +1.9% | +7.6% | +7.8% |
| 3Y | +124.4% | +27.0% | +97.4% | +109.1% |
| 5Y | +138.0% | -13.4% | +151.4% | +129.7% |
| 10Y | +886.4% | +575.2% | +311.1% | +562.1% |
| All | +1,303.3% | +623.9% | +679.4% | +788.2% |
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