+612.7%
VEEV vs SMTC
+422.9%
+189.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +10.0% | -13.7% | -6.0% |
| 7D | -5.2% | +22.9% | -28.1% | -9.8% |
| 30D | +14.9% | +16.6% | -1.7% | +9.4% |
| 3M | +58.4% | +2.4% | +55.9% | +51.2% |
| 6M | +35.5% | +98.3% | -62.8% | +5.4% |
| YTD | +18.6% | +120.7% | -102.0% | -11.2% |
| 1Y | -6.3% | +168.3% | -174.6% | -34.6% |
| 3Y | +20.2% | +571.7% | -551.5% | -50.0% |
| 5Y | -13.8% | +114.0% | -127.8% | -45.8% |
| 10Y | +542.0% | +497.0% | +45.0% | +131.4% |
| All | +612.7% | +422.9% | +189.8% | +168.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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