+23.9%
BMY vs VEEV
-14.9%
+38.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -6.4% | -8.2% | +1.9% | -5.9% |
| 30D | +0.2% | +10.3% | -10.1% | -0.4% |
| 3M | +16.0% | +59.4% | -43.4% | +12.9% |
| 6M | +8.3% | +37.6% | -29.3% | +6.3% |
| YTD | +22.2% | +16.9% | +5.3% | +21.0% |
| 1Y | +41.7% | -5.0% | +46.7% | +42.1% |
| 3Y | +20.7% | +18.5% | +2.2% | +18.4% |
| 5Y | +23.9% | -13.8% | +37.7% | +23.4% |
| All | +23.9% | -14.9% | +38.8% | +23.4% |
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