+81.9%
UBER vs VEEV
-14.9%
+96.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.1% |
| 7D | -4.5% | -8.2% | +3.8% | -0.8% |
| 30D | -7.6% | +10.3% | -17.9% | -12.6% |
| 3M | +5.8% | +59.4% | -53.6% | -15.7% |
| 6M | +0.3% | +37.6% | -37.3% | -15.2% |
| YTD | -11.2% | +16.9% | -28.1% | -19.4% |
| 1Y | -23.0% | -5.0% | -18.0% | -23.5% |
| 3Y | +53.6% | +18.5% | +35.1% | +28.9% |
| 5Y | +81.9% | -13.8% | +95.7% | +87.7% |
| All | +81.9% | -14.9% | +96.8% | +87.7% |
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