-8.7%
VEEV vs SOLS
+17.1%
-25.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | -0.3% |
| 7D | -8.2% | +0.3% | -8.5% | -8.1% |
| 30D | +10.3% | +0.9% | +9.4% | +10.7% |
| 3M | +59.4% | -20.7% | +80.0% | +55.7% |
| 6M | +37.6% | -17.7% | +55.3% | +35.2% |
| YTD | +16.9% | +27.1% | -10.2% | +17.7% |
| All | -8.7% | +17.1% | -25.8% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 3y: compounded portfolio wealth divided by compounded SOLS 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…
3y analysis · Full analysis span regression · 6 months rolling