+23.4%
BA vs VEEV
+659.1%
-635.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.5% |
| 7D | -0.6% | -2.5% | +1.9% | 0.0% |
| 30D | -8.0% | +0.3% | -8.3% | -8.1% |
| 3M | -25.8% | +25.2% | -51.0% | -29.9% |
| 6M | -27.6% | +89.7% | -117.3% | -38.3% |
| YTD | -21.0% | +35.5% | -56.5% | -27.6% |
| 1Y | -12.3% | +1.8% | -14.1% | -13.8% |
| 3Y | -12.8% | +83.2% | -96.0% | -27.7% |
| 5Y | -22.4% | -4.8% | -17.6% | -27.8% |
| All | +23.4% | +659.1% | -635.7% | -25.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling