+19.4%
BIL vs VEEV
-15.0%
+34.5%
-0.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | 0.0% |
| 7D | +0.1% | -7.1% | +7.2% | +0.1% |
| 30D | +0.3% | +11.1% | -10.8% | +0.3% |
| 3M | +0.9% | +55.5% | -54.6% | +0.9% |
| 6M | +1.8% | +33.4% | -31.6% | +1.8% |
| YTD | +2.5% | +16.8% | -14.4% | +2.4% |
| 1Y | +3.7% | -7.7% | +11.4% | +3.7% |
| 3Y | +14.1% | +18.4% | -4.3% | +14.1% |
| 5Y | +19.4% | -14.8% | +34.2% | +19.4% |
| All | +19.4% | -15.0% | +34.5% | +19.4% |
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