+1,008.9%
BE vs VEEV
+228.2%
+780.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.7% | +13.4% | +11.6% |
| 7D | +29.8% | -5.2% | +34.9% | +32.9% |
| 30D | +26.4% | +14.9% | +11.5% | +15.5% |
| 3M | +9.3% | +58.4% | -49.0% | -19.9% |
| 6M | +105.1% | +35.5% | +69.6% | +59.5% |
| YTD | +219.0% | +18.6% | +200.4% | +165.5% |
| 1Y | +418.8% | -6.3% | +425.1% | +402.2% |
| 3Y | +1,784.6% | +20.2% | +1,764.4% | +1,304.6% |
| 5Y | +1,251.0% | -13.8% | +1,264.8% | +1,158.5% |
| All | +1,008.9% | +228.2% | +780.7% | +362.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling