-6.6%
VEEV vs EXEL
+52.0%
-58.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.1% |
| 7D | -8.2% | -2.9% | -5.4% | -8.3% |
| 30D | +10.3% | +11.9% | -1.6% | +10.4% |
| 3M | +59.4% | +9.2% | +50.1% | +59.3% |
| 6M | +37.6% | +39.1% | -1.5% | +36.3% |
| YTD | +16.9% | +31.0% | -14.1% | +15.9% |
| All | -6.6% | +52.0% | -58.6% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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