+196.7%
W vs VEEV
+1,012.7%
-815.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +0.2% | -0.7% | +0.9% | +0.7% |
| 30D | +6.8% | +1.4% | +5.4% | +6.0% |
| 3M | +10.7% | +19.4% | -8.7% | -3.0% |
| 6M | +86.3% | +93.6% | -7.3% | +16.2% |
| YTD | +11.5% | +35.1% | -23.6% | -12.6% |
| 1Y | +5.1% | +3.4% | +1.7% | -2.4% |
| 3Y | +171.0% | +81.4% | +89.6% | +66.8% |
| 5Y | -56.6% | -5.1% | -51.5% | -59.0% |
| 10Y | +213.4% | +661.2% | -447.8% | +41.7% |
| All | +196.7% | +1,012.7% | -815.9% | +14.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling