+1,819.7%
URI vs VEEV
+704.1%
+1,115.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | -6.0% | +0.8% | -6.7% | -6.2% |
| 30D | +4.6% | +3.2% | +1.4% | +3.6% |
| 3M | -2.7% | +30.2% | -32.9% | -10.2% |
| 6M | +18.4% | +83.7% | -65.3% | -2.0% |
| YTD | +37.4% | +36.9% | +0.5% | +22.8% |
| 1Y | +30.4% | +3.3% | +27.0% | +26.3% |
| 3Y | +147.9% | +85.1% | +62.8% | +97.7% |
| 5Y | +202.1% | -2.6% | +204.7% | +179.6% |
| 10Y | +1,182.4% | +676.7% | +505.7% | +499.5% |
| All | +1,819.7% | +704.1% | +1,115.6% | +729.6% |
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