+1.9%
VEEV vs BOXX
+4.0%
-2.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.4% |
| 7D | -0.6% | +0.1% | -0.6% | -0.9% |
| 30D | +28.8% | +0.4% | +28.5% | +25.3% |
| 3M | +54.0% | +1.0% | +53.0% | +42.1% |
| 6M | +46.0% | +2.0% | +44.0% | +34.8% |
| YTD | +23.2% | +2.6% | +20.6% | +15.9% |
| 1Y | +1.9% | +4.1% | -2.2% | +33.6% |
| All | +1.9% | +4.0% | -2.2% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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