+120.2%
BKR vs VEEV
+556.2%
-436.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.6% |
| 7D | -7.0% | -4.6% | -2.4% | -6.5% |
| 30D | -8.1% | +8.6% | -16.8% | -9.2% |
| 3M | -6.6% | +62.4% | -69.0% | -12.5% |
| 6M | +0.9% | +40.3% | -39.4% | -4.1% |
| YTD | +31.1% | +17.5% | +13.5% | +27.5% |
| 1Y | +27.7% | -6.1% | +33.8% | +27.9% |
| 3Y | +71.2% | +16.7% | +54.5% | +63.8% |
| 5Y | +177.6% | -13.3% | +191.0% | +171.7% |
| All | +120.2% | +556.2% | -436.0% | +56.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling