+204.0%
B vs VEEV
+706.3%
-502.3%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +4.1% |
| 7D | +11.3% | -0.2% | +11.5% | +11.4% |
| 30D | +2.9% | +3.5% | -0.5% | +2.6% |
| 3M | -2.9% | +32.9% | -35.8% | -5.3% |
| 6M | -1.2% | +84.2% | -85.4% | -6.6% |
| YTD | -1.3% | +37.3% | -38.6% | -4.4% |
| 1Y | +30.4% | +3.9% | +26.5% | +29.4% |
| 3Y | +195.3% | +83.9% | +111.4% | +175.6% |
| 5Y | +146.2% | -4.3% | +150.5% | +138.2% |
| 10Y | +200.5% | +669.1% | -468.6% | +165.6% |
| All | +204.0% | +706.3% | -502.3% | +162.6% |
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