-2.6%
BAX vs VEEV
-5.2%
+2.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.6% |
| 7D | -7.9% | -4.6% | -3.2% | -7.4% |
| 30D | -11.7% | +8.6% | -20.3% | -12.5% |
| 3M | +16.2% | +62.4% | -46.2% | +10.2% |
| 6M | +32.0% | +40.3% | -8.3% | +26.5% |
| YTD | +24.7% | +17.5% | +7.2% | +20.2% |
| 1Y | -2.6% | -6.1% | +3.5% | -5.6% |
| All | -2.6% | -5.2% | +2.6% | -5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling