+601.8%
VEEV vs SONY
+539.5%
+62.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | -7.1% | -4.9% | -2.2% | -5.1% |
| 30D | +11.1% | -1.6% | +12.7% | +11.7% |
| 3M | +55.5% | +10.0% | +45.5% | +49.2% |
| 6M | +33.4% | +8.4% | +24.9% | +27.8% |
| YTD | +16.8% | -8.4% | +25.3% | +19.9% |
| 1Y | -7.7% | -18.4% | +10.6% | -1.2% |
| 3Y | +18.4% | +41.0% | -22.6% | -3.1% |
| 5Y | -14.8% | +9.3% | -24.1% | -22.9% |
| 10Y | +546.5% | +281.7% | +264.8% | +266.3% |
| All | +601.8% | +539.5% | +62.3% | +237.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling