-14.8%
VEEV vs STLA
-63.2%
+48.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.3% | -1.1% |
| 7D | -7.1% | +0.4% | -7.5% | -7.2% |
| 30D | +11.1% | -5.2% | +16.3% | +12.3% |
| 3M | +55.5% | -24.9% | +80.4% | +64.4% |
| 6M | +33.4% | -25.2% | +58.5% | +40.0% |
| YTD | +16.8% | -51.4% | +68.3% | +34.0% |
| 1Y | -7.7% | -40.7% | +33.0% | -0.8% |
| 3Y | +18.4% | -66.3% | +84.6% | +43.1% |
| 5Y | -14.8% | -63.2% | +48.4% | -10.0% |
| All | -14.8% | -63.2% | +48.4% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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