+542.0%
VEEV vs STLD
+1,072.4%
-530.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -3.6% |
| 7D | -5.2% | +2.7% | -7.8% | -5.6% |
| 30D | +14.9% | -8.4% | +23.3% | +16.3% |
| 3M | +58.4% | -9.9% | +68.2% | +60.3% |
| 6M | +35.5% | +33.0% | +2.4% | +27.9% |
| YTD | +18.6% | +42.6% | -23.9% | +10.2% |
| 1Y | -6.3% | +80.8% | -87.1% | -17.0% |
| 3Y | +20.2% | +143.4% | -123.2% | -1.1% |
| 5Y | -13.8% | +293.4% | -307.2% | -36.4% |
| 10Y | +542.0% | +1,080.4% | -538.4% | +236.3% |
| All | +542.0% | +1,072.4% | -530.3% | +236.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 10y: compounded portfolio wealth divided by compounded STLD 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…
10y analysis · Full analysis span regression · 6 months rolling