+69.2%
BA vs VEEV
+699.3%
-630.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.9% |
| 7D | +1.1% | -2.9% | +4.0% | +1.6% |
| 30D | -7.9% | +7.5% | -15.4% | -9.2% |
| 3M | -25.3% | +39.5% | -64.8% | -30.4% |
| 6M | -24.6% | +81.5% | -106.1% | -33.7% |
| YTD | -20.1% | +36.1% | -56.2% | -26.0% |
| 1Y | -11.8% | +4.3% | -16.1% | -13.8% |
| 3Y | -10.1% | +54.8% | -65.0% | -20.6% |
| 5Y | -22.7% | -4.7% | -18.0% | -27.4% |
| 10Y | +35.1% | +709.1% | -674.0% | -12.6% |
| All | +69.2% | +699.3% | -630.1% | +5.4% |
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