+5.8%
VEEV vs SUI
+1.6%
+4.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.2% | -2.7% | +1.8% |
| 7D | -2.3% | +10.0% | -12.3% | -3.5% |
| 30D | +9.6% | +8.4% | +1.2% | +8.4% |
| 3M | +46.6% | +0.7% | +46.0% | +45.8% |
| 6M | +82.5% | -0.9% | +83.4% | +80.6% |
| YTD | +39.2% | +0.6% | +38.5% | +37.1% |
| 1Y | +5.8% | +0.8% | +5.1% | +4.9% |
| All | +5.8% | +1.6% | +4.2% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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