+120.4%
XLK vs VEEV
+18.9%
+101.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.2% |
| 7D | +0.2% | -4.6% | +4.8% | +1.0% |
| 30D | -0.6% | +8.6% | -9.3% | -2.2% |
| 3M | +2.6% | +62.4% | -59.9% | -6.8% |
| 6M | +34.0% | +40.3% | -6.3% | +25.3% |
| YTD | +30.7% | +17.5% | +13.1% | +27.0% |
| 1Y | +39.2% | -6.1% | +45.3% | +42.1% |
| 3Y | +120.4% | +16.7% | +103.7% | +114.9% |
| All | +120.4% | +18.9% | +101.5% | +114.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling