-12.2%
VEEV vs SONY
+9.6%
-21.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | -0.2% |
| 7D | -4.6% | -2.7% | -1.9% | -3.5% |
| 30D | +8.6% | +1.5% | +7.1% | +7.8% |
| 3M | +62.4% | +13.0% | +49.4% | +53.8% |
| 6M | +40.3% | +11.2% | +29.0% | +32.8% |
| YTD | +17.5% | -6.6% | +24.2% | +20.1% |
| 1Y | -6.1% | -18.1% | +12.0% | +1.2% |
| 3Y | +16.7% | +42.1% | -25.4% | -9.0% |
| All | -12.2% | +9.6% | -21.9% | -22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling