-5.0%
VEEV vs SM
+51.5%
-56.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | +0.1% |
| 7D | -8.2% | +2.1% | -10.4% | -8.3% |
| 30D | +10.3% | +18.1% | -7.8% | +9.9% |
| 3M | +59.4% | +17.0% | +42.4% | +58.3% |
| 6M | +37.6% | +55.4% | -17.8% | +35.9% |
| YTD | +16.9% | +108.6% | -91.6% | +16.0% |
| 1Y | -5.0% | +45.7% | -50.6% | -6.5% |
| All | -5.0% | +51.5% | -56.4% | -6.5% |
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