-33.4%
BAX vs VEEV
+18.2%
-51.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.7% |
| 7D | -5.1% | -7.1% | +2.0% | -4.1% |
| 30D | -12.2% | +11.1% | -23.3% | -13.7% |
| 3M | +21.8% | +55.5% | -33.7% | +13.8% |
| 6M | +36.3% | +33.4% | +3.0% | +29.9% |
| YTD | +27.8% | +16.8% | +11.0% | +24.0% |
| 1Y | -0.1% | -7.7% | +7.7% | +0.3% |
| All | -33.4% | +18.2% | -51.6% | -39.5% |
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 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