+606.1%
VEEV vs SNY
+46.3%
+559.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -4.6% | -3.3% | -1.3% | -3.4% |
| 30D | +8.6% | -2.2% | +10.8% | +9.4% |
| 3M | +62.4% | -3.0% | +65.5% | +64.2% |
| 6M | +40.3% | +2.7% | +37.5% | +38.4% |
| YTD | +17.5% | -6.8% | +24.4% | +19.9% |
| 1Y | -6.1% | -5.3% | -0.8% | -5.2% |
| 3Y | +16.7% | -9.8% | +26.5% | +16.2% |
| 5Y | -13.3% | +9.7% | -23.0% | -23.0% |
| 10Y | +550.5% | +64.5% | +486.0% | +375.5% |
| All | +606.1% | +46.3% | +559.9% | +387.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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