+543.1%
VEEV vs SIRI
-10.2%
+553.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | -4.6% | +0.6% | -5.2% | -4.7% |
| 30D | +8.6% | +2.5% | +6.2% | +7.9% |
| 3M | +62.4% | +6.6% | +55.8% | +60.1% |
| 6M | +40.3% | +32.9% | +7.4% | +31.0% |
| YTD | +17.5% | +50.5% | -32.9% | +6.4% |
| 1Y | -6.1% | +28.0% | -34.1% | -12.2% |
| 3Y | +16.7% | -22.4% | +39.1% | +16.5% |
| 5Y | -13.3% | -41.3% | +27.9% | -11.6% |
| All | +543.1% | -10.2% | +553.3% | +394.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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