+403.5%
BLK vs VEEV
+586.8%
-183.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -5.2% | -8.2% | +3.1% | -3.2% |
| 30D | -7.0% | +10.3% | -17.4% | -9.6% |
| 3M | +5.7% | +59.4% | -53.7% | -6.5% |
| 6M | +11.0% | +37.6% | -26.6% | +1.1% |
| YTD | +0.9% | +16.9% | -16.0% | -4.5% |
| 1Y | -1.6% | -5.0% | +3.3% | -2.2% |
| 3Y | +64.5% | +18.5% | +46.0% | +50.7% |
| 5Y | +30.9% | -13.8% | +44.7% | +25.6% |
| 10Y | +275.1% | +547.0% | -271.8% | +130.5% |
| All | +403.5% | +586.8% | -183.3% | +190.3% |
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 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