+612.7%
VEEV vs XME
+274.6%
+338.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.8% | -4.0% |
| 7D | -5.2% | +3.6% | -8.8% | -6.1% |
| 30D | +14.9% | +3.6% | +11.3% | +13.6% |
| 3M | +58.4% | +1.2% | +57.1% | +56.9% |
| 6M | +35.5% | +9.0% | +26.4% | +30.3% |
| YTD | +18.6% | +15.9% | +2.7% | +11.2% |
| 1Y | -6.3% | +43.2% | -49.5% | -18.5% |
| 3Y | +20.2% | +137.4% | -117.2% | -12.8% |
| 5Y | -13.8% | +185.0% | -198.9% | -42.0% |
| 10Y | +542.0% | +409.5% | +132.6% | +225.0% |
| All | +612.7% | +274.6% | +338.1% | +293.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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