+207.2%
C vs VEEV
+659.1%
-451.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | 0.0% |
| 7D | +4.7% | -2.5% | +7.2% | +5.2% |
| 30D | +0.2% | +0.3% | -0.1% | 0.0% |
| 3M | -9.3% | +25.2% | -34.6% | -13.6% |
| 6M | -0.8% | +89.7% | -90.5% | -13.5% |
| YTD | +8.5% | +35.5% | -27.0% | +0.9% |
| 1Y | +23.1% | +1.8% | +21.3% | +21.1% |
| 3Y | +220.8% | +83.2% | +137.6% | +174.7% |
| 5Y | +112.4% | -4.8% | +117.2% | +101.2% |
| All | +207.2% | +659.1% | -451.9% | +75.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling