+271.9%
UAL vs VEEV
+623.9%
-352.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.3% | +5.8% | +3.1% |
| 7D | +0.7% | -0.6% | +1.3% | +0.8% |
| 30D | -16.1% | +28.8% | -44.9% | -20.5% |
| 3M | +6.1% | +54.0% | -47.9% | -3.3% |
| 6M | +10.8% | +46.0% | -35.1% | +1.6% |
| YTD | -0.4% | +23.2% | -23.6% | -5.7% |
| 1Y | +5.0% | +1.9% | +3.2% | +3.0% |
| 3Y | +124.0% | +27.0% | +97.0% | +107.8% |
| 5Y | +141.0% | -13.4% | +154.4% | +131.0% |
| 10Y | +118.0% | +575.2% | -457.2% | +33.8% |
| All | +271.9% | +623.9% | -352.0% | +108.2% |
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