+5.8%
VEEV vs STZ
+14.7%
-8.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.3% | -2.9% | +2.8% |
| 7D | -2.3% | +13.0% | -15.2% | -1.3% |
| 30D | +9.6% | +29.4% | -19.8% | +12.5% |
| 3M | +46.6% | +11.6% | +35.0% | +47.9% |
| 6M | +82.5% | -0.2% | +82.7% | +79.2% |
| YTD | +39.2% | +8.6% | +30.6% | +37.3% |
| 1Y | +5.8% | +15.9% | -10.1% | +8.7% |
| All | +5.8% | +14.7% | -8.9% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling