+33.0%
BLK vs VEEV
-13.7%
+46.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | -3.3% | -4.6% | +1.3% | -2.2% |
| 30D | -6.5% | +8.6% | -15.2% | -8.8% |
| 3M | +6.7% | +62.4% | -55.7% | -6.4% |
| 6M | +14.7% | +40.3% | -25.5% | +3.9% |
| YTD | +2.5% | +17.5% | -15.0% | -2.7% |
| 1Y | -2.8% | -6.1% | +3.3% | -2.0% |
| 3Y | +65.9% | +16.7% | +49.2% | +52.1% |
| All | +33.0% | -13.7% | +46.8% | +24.9% |
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