+543.1%
VEEV vs SGI
+270.1%
+273.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.3% |
| 7D | -4.6% | -4.5% | -0.2% | -3.7% |
| 30D | +8.6% | +4.2% | +4.5% | +7.6% |
| 3M | +62.4% | -7.4% | +69.9% | +64.5% |
| 6M | +40.3% | -15.1% | +55.3% | +43.5% |
| YTD | +17.5% | -24.7% | +42.2% | +23.2% |
| 1Y | -6.1% | -21.8% | +15.6% | -2.8% |
| 3Y | +16.7% | +50.0% | -33.4% | +3.1% |
| 5Y | -13.3% | +48.9% | -62.3% | -26.3% |
| All | +543.1% | +270.1% | +273.1% | +325.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 10y: compounded portfolio wealth divided by compounded SGI 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…
10y analysis · Full analysis span regression · 6 months rolling