-8.2%
VEEV vs SOLS
+17.0%
-25.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | -4.6% | -3.5% | -1.2% | -5.1% |
| 30D | +8.6% | -1.0% | +9.6% | +8.8% |
| 3M | +62.4% | -24.1% | +86.5% | +57.9% |
| 6M | +40.3% | -18.0% | +58.2% | +37.7% |
| YTD | +17.5% | +27.1% | -9.5% | +18.4% |
| All | -8.2% | +17.0% | -25.2% | -6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling