+43.4%
XLK vs VEEV
+2.5%
+40.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.3% | +4.0% | +1.0% |
| 7D | +0.9% | -0.6% | +1.4% | +0.9% |
| 30D | +0.7% | +28.8% | -28.1% | -1.2% |
| 3M | -2.9% | +54.0% | -57.0% | -6.0% |
| 6M | +34.3% | +46.0% | -11.7% | +31.1% |
| YTD | +30.4% | +23.2% | +7.2% | +31.1% |
| 1Y | +43.4% | +1.9% | +41.5% | +50.9% |
| All | +43.4% | +2.5% | +40.8% | +50.9% |
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