-8.5%
BX vs VEEV
+6.7%
-15.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.4% | +3.8% | +5.7% |
| 7D | +8.3% | -2.3% | +10.6% | +8.8% |
| 30D | +13.5% | +9.6% | +4.0% | +11.2% |
| 3M | -7.6% | +46.6% | -54.2% | -15.5% |
| 6M | +4.0% | +82.5% | -78.4% | -9.5% |
| YTD | -15.2% | +39.2% | -54.3% | -23.6% |
| 1Y | -8.5% | +5.8% | -14.3% | -16.5% |
| All | -8.5% | +6.7% | -15.2% | -16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling