+2.2%
VEEV vs SIMO
+81.6%
-79.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.5% | -0.4% |
| 7D | +0.8% | -16.0% | +16.8% | -0.5% |
| 30D | +3.2% | -35.8% | +38.9% | 0.0% |
| 3M | +30.2% | -26.5% | +56.7% | +28.0% |
| 6M | +83.7% | -33.0% | +116.7% | +78.1% |
| YTD | +36.9% | +84.3% | -47.5% | +15.0% |
| All | +2.2% | +81.6% | -79.5% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 1y: compounded portfolio wealth divided by compounded SIMO 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…
1y analysis · Full analysis span regression · 6 months rolling