+612.7%
VEEV vs TECH
+295.6%
+317.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.6% | -3.7% |
| 7D | -5.2% | +0.2% | -5.3% | -5.2% |
| 30D | +14.9% | +0.1% | +14.8% | +14.9% |
| 3M | +58.4% | +37.5% | +20.9% | +34.3% |
| 6M | +35.5% | +34.6% | +0.9% | +13.4% |
| YTD | +18.6% | +23.5% | -4.8% | +2.8% |
| 1Y | -6.3% | +34.4% | -40.7% | -23.6% |
| 3Y | +20.2% | +2.3% | +17.9% | +5.4% |
| 5Y | -13.8% | -41.7% | +27.9% | +2.8% |
| 10Y | +542.0% | +177.6% | +364.4% | +201.4% |
| All | +612.7% | +295.6% | +317.1% | +169.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling