+214.5%
BAC vs VEEV
+659.1%
-444.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | +1.5% | -2.5% | +4.0% | +1.9% |
| 30D | -6.4% | +0.3% | -6.7% | -6.5% |
| 3M | -21.7% | +25.2% | -46.9% | -24.9% |
| 6M | +0.5% | +89.7% | -89.2% | -11.0% |
| YTD | -6.7% | +35.5% | -42.2% | -12.6% |
| 1Y | -4.7% | +1.8% | -6.5% | -6.0% |
| 3Y | +96.1% | +83.2% | +12.9% | +70.3% |
| 5Y | +21.7% | -4.8% | +26.5% | +15.6% |
| All | +214.5% | +659.1% | -444.6% | +80.5% |
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