+543.1%
VEEV vs TECH
+189.9%
+353.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | -4.6% | -0.4% | -4.2% | -4.4% |
| 30D | +8.6% | 0.0% | +8.7% | +8.7% |
| 3M | +62.4% | +33.7% | +28.8% | +39.7% |
| 6M | +40.3% | +34.9% | +5.4% | +17.4% |
| YTD | +17.5% | +23.2% | -5.6% | +2.0% |
| 1Y | -6.1% | +36.3% | -42.4% | -23.9% |
| 3Y | +16.7% | +2.3% | +14.4% | +2.3% |
| 5Y | -13.3% | -42.9% | +29.5% | +6.3% |
| All | +543.1% | +189.9% | +353.2% | +168.7% |
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