+16.7%
VEEV vs ROKU
+83.2%
-66.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | -4.6% | -0.4% | -4.2% | -4.5% |
| 30D | +8.6% | +2.1% | +6.6% | +8.2% |
| 3M | +62.4% | +29.5% | +32.9% | +55.4% |
| 6M | +40.3% | +53.8% | -13.5% | +30.3% |
| YTD | +17.5% | +42.8% | -25.3% | +10.1% |
| 1Y | -6.1% | +60.7% | -66.8% | -13.8% |
| 3Y | +16.7% | +83.9% | -67.2% | +6.2% |
| All | +16.7% | +83.2% | -66.5% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 3y: compounded portfolio wealth divided by compounded ROKU 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…
3y analysis · Full analysis span regression · 6 months rolling