+1,218.2%
BE vs VEEV
-14.9%
+1,233.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | +9.7% | -8.2% | +18.0% | +12.8% |
| 30D | +22.4% | +10.3% | +12.1% | +16.9% |
| 3M | +10.4% | +59.4% | -49.0% | -11.8% |
| 6M | +67.9% | +37.6% | +30.3% | +40.8% |
| YTD | +197.5% | +16.9% | +180.6% | +168.6% |
| 1Y | +310.6% | -5.0% | +315.5% | +316.0% |
| 3Y | +1,657.2% | +18.5% | +1,638.8% | +1,342.1% |
| 5Y | +1,218.2% | -13.8% | +1,232.0% | +1,369.5% |
| All | +1,218.2% | -14.9% | +1,233.0% | +1,369.5% |
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 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