+115.0%
UMC vs VEEV
+6.7%
+108.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.4% | -4.5% | -1.5% |
| 7D | -14.7% | -2.3% | -12.4% | -15.1% |
| 30D | -32.9% | +9.6% | -42.4% | -31.4% |
| 3M | -22.2% | +46.6% | -68.8% | -15.6% |
| 6M | +25.9% | +82.5% | -56.6% | +41.4% |
| YTD | +107.9% | +39.2% | +68.8% | +137.9% |
| 1Y | +115.0% | +5.8% | +109.2% | +145.2% |
| All | +115.0% | +6.7% | +108.3% | +145.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling