+655.7%
VEEV vs TECH
+187.9%
+467.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | -0.7% | +0.1% | -0.9% | -0.8% |
| 30D | +1.4% | +0.5% | +0.9% | +1.2% |
| 3M | +19.4% | +1.1% | +18.3% | +18.8% |
| 6M | +93.6% | +62.8% | +30.8% | +51.1% |
| YTD | +35.1% | +24.5% | +10.6% | +16.7% |
| 1Y | +3.4% | +20.6% | -17.3% | -9.8% |
| 3Y | +81.4% | +29.5% | +51.9% | +38.0% |
| 5Y | -5.1% | -40.9% | +35.8% | +14.8% |
| All | +655.7% | +187.9% | +467.8% | +216.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling