+640.3%
VEEV vs SUI
+328.1%
+312.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -2.9% | -3.1% |
| 7D | -0.6% | -2.8% | +2.3% | +0.5% |
| 30D | +28.8% | -1.2% | +30.0% | +29.2% |
| 3M | +54.0% | -1.7% | +55.8% | +54.9% |
| 6M | +46.0% | -10.5% | +56.4% | +51.7% |
| YTD | +23.2% | -1.8% | +25.1% | +23.3% |
| 1Y | +1.9% | -4.1% | +5.9% | +2.7% |
| 3Y | +27.0% | +11.3% | +15.8% | +17.5% |
| 5Y | -13.4% | -32.1% | +18.7% | -3.0% |
| 10Y | +575.2% | +110.4% | +464.8% | +383.5% |
| All | +640.3% | +328.1% | +312.2% | +316.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling