+602.3%
VEEV vs ZBRA
+628.8%
-26.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -8.2% | -3.8% | -4.5% | -7.0% |
| 30D | +10.3% | -10.2% | +20.5% | +14.3% |
| 3M | +59.4% | +58.7% | +0.7% | +33.8% |
| 6M | +37.6% | +61.9% | -24.3% | +13.7% |
| YTD | +16.9% | +41.7% | -24.8% | +0.5% |
| 1Y | -5.0% | +12.4% | -17.3% | -12.1% |
| 3Y | +18.5% | +34.2% | -15.7% | -2.2% |
| 5Y | -13.8% | -40.8% | +26.9% | -6.7% |
| 10Y | +547.0% | +420.3% | +126.7% | +233.6% |
| All | +602.3% | +628.8% | -26.5% | +244.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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