-12.2%
VEEV vs EQX
+83.7%
-95.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.4% |
| 7D | -4.6% | -3.2% | -1.4% | -4.3% |
| 30D | +8.6% | +7.8% | +0.9% | +7.7% |
| 3M | +62.4% | +21.3% | +41.1% | +58.9% |
| 6M | +40.3% | -22.4% | +62.7% | +42.5% |
| YTD | +17.5% | -11.3% | +28.9% | +17.0% |
| 1Y | -6.1% | +13.5% | -19.6% | -9.6% |
| 3Y | +16.7% | +162.1% | -145.5% | -3.1% |
| All | -12.2% | +83.7% | -95.9% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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