+136.4%
BAC vs VEEV
+18.9%
+117.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.3% | -0.1% |
| 7D | +1.2% | -5.2% | +6.3% | +1.7% |
| 30D | -0.7% | +14.9% | -15.6% | -2.6% |
| 3M | +16.9% | +58.4% | -41.4% | +9.7% |
| 6M | +29.6% | +35.5% | -5.9% | +24.1% |
| YTD | +15.3% | +18.6% | -3.4% | +12.4% |
| 1Y | +28.8% | -6.3% | +35.2% | +29.9% |
| 3Y | +136.4% | +20.2% | +116.2% | +118.9% |
| All | +136.4% | +18.9% | +117.5% | +118.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling