+391.9%
BAC vs VEEV
+552.6%
-160.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -0.3% | -8.2% | +8.0% | +1.2% |
| 30D | -1.8% | +10.3% | -12.1% | -3.8% |
| 3M | +15.3% | +59.4% | -44.1% | +5.5% |
| 6M | +30.2% | +37.6% | -7.4% | +21.7% |
| YTD | +15.6% | +16.9% | -1.3% | +11.1% |
| 1Y | +27.5% | -5.0% | +32.4% | +26.9% |
| 3Y | +137.0% | +18.5% | +118.6% | +122.3% |
| 5Y | +75.6% | -13.8% | +89.4% | +69.5% |
| All | +391.9% | +552.6% | -160.7% | +177.5% |
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