+640.3%
VEEV vs STT
+303.1%
+337.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.4% | -3.3% |
| 7D | -0.6% | +0.5% | -1.1% | -0.7% |
| 30D | +28.8% | +3.9% | +25.0% | +27.3% |
| 3M | +54.0% | +20.0% | +34.1% | +45.4% |
| 6M | +46.0% | +55.3% | -9.4% | +27.2% |
| YTD | +23.2% | +53.3% | -30.1% | +7.6% |
| 1Y | +1.9% | +74.7% | -72.8% | -14.6% |
| 3Y | +27.0% | +205.8% | -178.8% | -11.5% |
| 5Y | -13.4% | +145.0% | -158.4% | -37.2% |
| 10Y | +575.2% | +266.0% | +309.2% | +290.0% |
| All | +640.3% | +303.1% | +337.2% | +274.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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