+1.9%
VEEV vs IOT
+14.9%
-13.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.7% | -7.0% | -4.6% |
| 7D | -0.6% | -2.3% | +1.8% | +0.1% |
| 30D | +28.8% | +3.8% | +25.0% | +27.0% |
| 3M | +54.0% | +14.2% | +39.9% | +46.0% |
| 6M | +46.0% | +40.1% | +5.8% | +30.4% |
| YTD | +23.2% | +13.4% | +9.8% | +11.9% |
| 1Y | +1.9% | +12.2% | -10.3% | -6.4% |
| All | +1.9% | +14.9% | -13.0% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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