+810.0%
VEEV vs QSR
+203.9%
+606.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.3% |
| 7D | -8.2% | -4.7% | -3.5% | -6.8% |
| 30D | +10.3% | +4.3% | +6.0% | +8.7% |
| 3M | +59.4% | +5.4% | +53.9% | +56.6% |
| 6M | +37.6% | +8.2% | +29.4% | +33.7% |
| YTD | +16.9% | +14.1% | +2.8% | +11.6% |
| 1Y | -5.0% | +28.1% | -33.1% | -13.0% |
| 3Y | +18.5% | +25.3% | -6.8% | +7.5% |
| 5Y | -13.8% | +40.4% | -54.2% | -25.1% |
| 10Y | +547.0% | +132.4% | +414.6% | +348.0% |
| All | +810.0% | +203.9% | +606.1% | +474.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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