+16.7%
VEEV vs SONY
+42.2%
-25.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.1% |
| 7D | -4.6% | -2.7% | -1.9% | -3.8% |
| 30D | +8.6% | +1.5% | +7.1% | +8.1% |
| 3M | +62.4% | +13.0% | +49.4% | +56.3% |
| 6M | +40.3% | +11.2% | +29.0% | +35.3% |
| YTD | +17.5% | -6.6% | +24.2% | +19.3% |
| 1Y | -6.1% | -18.1% | +12.0% | -1.0% |
| 3Y | +16.7% | +42.1% | -25.4% | +0.1% |
| All | +16.7% | +42.2% | -25.6% | +0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling