-64.3%
BAX vs VEEV
-4.4%
-59.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.2% |
| 7D | +0.4% | -2.5% | +2.8% | +0.7% |
| 30D | +3.4% | +0.3% | +3.2% | +3.4% |
| 3M | -4.5% | +25.2% | -29.7% | -7.7% |
| 6M | +44.0% | +89.7% | -45.7% | +30.7% |
| YTD | +34.9% | +35.5% | -0.6% | +28.0% |
| 1Y | +37.9% | +1.8% | +36.1% | +36.3% |
| 3Y | -17.1% | +83.2% | -100.3% | -25.6% |
| 5Y | -64.3% | -4.8% | -59.5% | -67.4% |
| All | -64.3% | -4.4% | -59.8% | -67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling