+711.4%
VEEV vs URA
+68.4%
+643.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.1% |
| 7D | -0.7% | -1.5% | +0.8% | -0.4% |
| 30D | +1.4% | -10.4% | +11.8% | +3.9% |
| 3M | +19.4% | -29.6% | +49.0% | +29.3% |
| 6M | +93.6% | -40.3% | +133.9% | +116.8% |
| YTD | +35.1% | -25.5% | +60.6% | +38.7% |
| 1Y | +3.4% | -26.4% | +29.8% | +6.3% |
| 3Y | +81.4% | +31.4% | +49.9% | +46.8% |
| 5Y | -5.1% | +28.6% | -33.7% | -25.6% |
| 10Y | +661.2% | +260.9% | +400.3% | +275.6% |
| All | +711.4% | +68.4% | +643.0% | +368.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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