-1.0%
VEEV vs IOT
+55.2%
-56.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.7% | +2.2% | -0.6% |
| 7D | -7.1% | +5.1% | -12.2% | -8.3% |
| 30D | +11.1% | -3.0% | +14.2% | +11.9% |
| 3M | +55.5% | +15.0% | +40.6% | +50.1% |
| 6M | +33.4% | +13.1% | +20.2% | +28.9% |
| YTD | +16.8% | +9.0% | +7.8% | +12.9% |
| 1Y | -7.7% | +0.1% | -7.9% | -9.8% |
| 3Y | +18.4% | +26.4% | -8.1% | +2.6% |
| All | -1.0% | +55.2% | -56.2% | -31.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling