+620.7%
BNY vs VEEV
+590.5%
+30.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -1.3% | -4.6% | +3.3% | -0.7% |
| 30D | -0.2% | +8.6% | -8.8% | -1.5% |
| 3M | +14.9% | +62.4% | -47.5% | +6.8% |
| 6M | +40.0% | +40.3% | -0.3% | +32.4% |
| YTD | +42.0% | +17.5% | +24.4% | +37.4% |
| 1Y | +56.9% | -6.1% | +63.0% | +56.6% |
| 3Y | +289.9% | +16.7% | +273.2% | +271.6% |
| 5Y | +259.2% | -13.3% | +272.5% | +247.7% |
| 10Y | +413.3% | +550.5% | -137.2% | +249.2% |
| All | +620.7% | +590.5% | +30.1% | +365.0% |
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