+20.1%
W vs VEEV
+2.5%
+17.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.3% | +5.8% | +3.5% |
| 7D | -4.2% | -0.6% | -3.6% | -4.1% |
| 30D | -7.6% | +28.8% | -36.4% | -15.7% |
| 3M | +37.2% | +54.0% | -16.9% | +18.0% |
| 6M | +26.3% | +46.0% | -19.6% | +9.9% |
| YTD | -1.0% | +23.2% | -24.2% | -12.5% |
| 1Y | +20.1% | +1.9% | +18.2% | +5.2% |
| All | +20.1% | +2.5% | +17.6% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 1y: compounded portfolio wealth divided by compounded VEEV 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…
1y analysis · Full analysis span regression · 6 months rolling