+5.8%
VEEV vs SM
+70.4%
-64.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -15.3% | +17.7% | +2.8% |
| 7D | -2.3% | -21.5% | +19.2% | -1.6% |
| 30D | +9.6% | -11.4% | +21.0% | +9.8% |
| 3M | +46.6% | +0.6% | +46.0% | +46.4% |
| 6M | +82.5% | +0.2% | +82.2% | +81.8% |
| YTD | +39.2% | +69.7% | -30.5% | +36.8% |
| 1Y | +5.8% | +71.6% | -65.7% | +3.1% |
| All | +5.8% | +70.4% | -64.5% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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