+724.5%
VEEV vs SIMO
+1,707.9%
-983.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.7% | -4.8% | +0.1% |
| 7D | -0.2% | -8.2% | +8.0% | +0.6% |
| 30D | +3.5% | -34.6% | +38.1% | +8.9% |
| 3M | +32.9% | -32.6% | +65.6% | +37.5% |
| 6M | +84.2% | -31.8% | +116.0% | +83.4% |
| YTD | +37.3% | +87.6% | -50.4% | +6.5% |
| 1Y | +3.9% | +86.7% | -82.8% | -19.4% |
| 3Y | +83.9% | +227.4% | -143.5% | +20.6% |
| 5Y | -4.3% | +173.0% | -177.3% | -37.2% |
| 10Y | +669.1% | +409.6% | +259.5% | +305.4% |
| All | +724.5% | +1,707.9% | -983.4% | +284.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling