+117.0%
BP vs VEEV
+623.9%
-506.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +0.8% |
| 7D | +3.9% | -0.6% | +4.5% | +4.0% |
| 30D | +7.6% | +28.8% | -21.2% | +5.1% |
| 3M | +0.7% | +54.0% | -53.3% | -3.4% |
| 6M | +15.5% | +46.0% | -30.5% | +11.1% |
| YTD | +30.8% | +23.2% | +7.6% | +27.6% |
| 1Y | +34.3% | +1.9% | +32.4% | +33.3% |
| 3Y | +35.1% | +27.0% | +8.0% | +29.5% |
| 5Y | +126.8% | -13.4% | +140.2% | +122.5% |
| 10Y | +123.4% | +575.2% | -451.9% | +64.2% |
| All | +117.0% | +623.9% | -506.9% | +51.2% |
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