-12.8%
VEEV vs SOXQ
+279.9%
-292.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.9% |
| 7D | -8.2% | +2.3% | -10.5% | -9.0% |
| 30D | +10.3% | -3.9% | +14.2% | +11.5% |
| 3M | +59.4% | -4.7% | +64.1% | +57.0% |
| 6M | +37.6% | +47.9% | -10.3% | +11.2% |
| YTD | +16.9% | +64.3% | -47.4% | -10.4% |
| 1Y | -5.0% | +95.7% | -100.7% | -33.2% |
| 3Y | +18.5% | +231.5% | -213.1% | -42.1% |
| 5Y | -13.8% | +255.0% | -268.8% | -60.6% |
| All | -12.8% | +279.9% | -292.7% | -60.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling