+123.8%
BKR vs VEEV
+586.8%
-463.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.1% | -6.7% | -6.7% |
| 7D | -6.7% | -8.2% | +1.6% | -5.7% |
| 30D | -8.3% | +10.3% | -18.7% | -9.7% |
| 3M | -5.4% | +59.4% | -64.8% | -11.2% |
| 6M | +0.8% | +37.6% | -36.8% | -3.9% |
| YTD | +31.8% | +16.9% | +14.9% | +28.1% |
| 1Y | +28.6% | -5.0% | +33.5% | +28.3% |
| 3Y | +71.2% | +18.5% | +52.8% | +63.4% |
| 5Y | +179.2% | -13.8% | +193.1% | +172.5% |
| 10Y | +124.0% | +547.0% | -423.0% | +55.7% |
| All | +123.8% | +586.8% | -463.0% | +51.0% |
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