+1.9%
VEEV vs TECH
+36.9%
-35.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.2% | -3.3% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | +28.8% | +0.7% | +28.1% | +28.7% |
| 3M | +54.0% | +36.3% | +17.7% | +46.4% |
| 6M | +46.0% | +25.6% | +20.4% | +39.9% |
| YTD | +23.2% | +23.7% | -0.5% | +18.4% |
| 1Y | +1.9% | +37.6% | -35.8% | -4.8% |
| All | +1.9% | +36.9% | -35.1% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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