+50.6%
VEEV vs NXT
+171.8%
-121.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | -1.3% |
| 7D | -7.1% | -0.2% | -6.9% | -7.1% |
| 30D | +11.1% | -20.0% | +31.1% | +12.5% |
| 3M | +55.5% | -30.9% | +86.5% | +58.3% |
| 6M | +33.4% | -23.8% | +57.2% | +33.6% |
| YTD | +16.8% | -5.4% | +22.3% | +14.1% |
| 1Y | -7.7% | +28.0% | -35.8% | -12.9% |
| 3Y | +18.4% | +93.3% | -74.9% | +2.7% |
| All | +50.6% | +171.8% | -121.1% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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