+141.1%
BP vs VEEV
-15.0%
+156.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +1.8% |
| 7D | +4.0% | -7.1% | +11.1% | +4.3% |
| 30D | +7.8% | +11.1% | -3.3% | +7.2% |
| 3M | +8.4% | +55.5% | -47.2% | +5.9% |
| 6M | +15.1% | +33.4% | -18.3% | +13.3% |
| YTD | +36.4% | +16.8% | +19.6% | +35.2% |
| 1Y | +40.9% | -7.7% | +48.6% | +42.0% |
| 3Y | +38.8% | +18.4% | +20.5% | +35.8% |
| 5Y | +141.1% | -14.8% | +155.9% | +130.1% |
| All | +141.1% | -15.0% | +156.1% | +130.1% |
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