+57.7%
USAR vs VEEV
+18.3%
+39.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.1% | -6.0% | -6.0% |
| 7D | -9.3% | -8.2% | -1.1% | -9.0% |
| 30D | -15.2% | +10.3% | -25.5% | -15.5% |
| 3M | -21.1% | +59.4% | -80.5% | -23.1% |
| 6M | -21.6% | +37.6% | -59.1% | -22.5% |
| YTD | +34.8% | +16.9% | +17.9% | +34.9% |
| 1Y | +15.6% | -5.0% | +20.6% | +17.2% |
| All | +57.7% | +18.3% | +39.4% | +55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling