-6.1%
VEEV vs SONY
-16.9%
+10.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.2% |
| 7D | -4.6% | -2.7% | -1.9% | -4.1% |
| 30D | +8.6% | +1.5% | +7.1% | +8.3% |
| 3M | +62.4% | +13.0% | +49.4% | +57.6% |
| 6M | +40.3% | +11.2% | +29.0% | +37.0% |
| YTD | +17.5% | -6.6% | +24.2% | +15.4% |
| 1Y | -6.1% | -18.1% | +12.0% | -5.4% |
| All | -6.1% | -16.9% | +10.8% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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