-62.3%
W vs VEEV
-15.0%
-47.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +1.4% |
| 7D | +5.9% | -7.1% | +13.0% | +12.2% |
| 30D | -3.0% | +11.1% | -14.2% | -13.4% |
| 3M | +40.3% | +55.5% | -15.2% | -7.3% |
| 6M | +32.2% | +33.4% | -1.1% | -2.2% |
| YTD | -0.3% | +16.8% | -17.1% | -17.6% |
| 1Y | +16.2% | -7.7% | +23.9% | +16.8% |
| 3Y | +40.7% | +18.4% | +22.3% | +2.6% |
| 5Y | -62.3% | -14.8% | -47.5% | -65.1% |
| All | -62.3% | -15.0% | -47.3% | -65.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling