-12.2%
VEEV vs SOXQ
+258.1%
-270.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.2% | 0.0% |
| 7D | -4.6% | +0.8% | -5.4% | -4.9% |
| 30D | +8.6% | -4.6% | +13.2% | +10.1% |
| 3M | +62.4% | -10.2% | +72.6% | +64.1% |
| 6M | +40.3% | +49.7% | -9.4% | +13.0% |
| YTD | +17.5% | +67.2% | -49.7% | -10.4% |
| 1Y | -6.1% | +98.0% | -104.1% | -34.3% |
| 3Y | +16.7% | +237.2% | -220.5% | -43.5% |
| All | -12.2% | +258.1% | -270.3% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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