+16.0%
BX vs VEEV
-14.9%
+30.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.9% |
| 7D | -8.9% | -8.2% | -0.7% | -5.7% |
| 30D | -14.8% | +10.3% | -25.1% | -18.7% |
| 3M | +6.9% | +59.4% | -52.4% | -13.3% |
| 6M | +16.3% | +37.6% | -21.3% | -0.4% |
| YTD | -16.1% | +16.9% | -33.0% | -23.0% |
| 1Y | -26.8% | -5.0% | -21.8% | -26.9% |
| 3Y | +22.4% | +18.5% | +4.0% | +4.8% |
| 5Y | +16.0% | -13.8% | +29.8% | +18.4% |
| All | +16.0% | -14.9% | +30.9% | +18.4% |
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