-16.6%
BX vs VEEV
+2.5%
-19.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.3% | +2.2% | -0.4% |
| 7D | -4.4% | -0.6% | -3.8% | -4.2% |
| 30D | +0.1% | +28.8% | -28.8% | -5.6% |
| 3M | +16.0% | +54.0% | -38.0% | +5.1% |
| 6M | +21.6% | +46.0% | -24.3% | +11.1% |
| YTD | -8.9% | +23.2% | -32.1% | -15.5% |
| 1Y | -16.6% | +1.9% | -18.5% | -20.5% |
| All | -16.6% | +2.5% | -19.1% | -20.5% |
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