+269.6%
C vs VEEV
+623.9%
-354.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +0.3% |
| 7D | +3.6% | -0.6% | +4.2% | +3.7% |
| 30D | +0.1% | +28.8% | -28.8% | -4.9% |
| 3M | +2.4% | +54.0% | -51.6% | -6.2% |
| 6M | +24.9% | +46.0% | -21.0% | +15.0% |
| YTD | +19.8% | +23.2% | -3.4% | +13.8% |
| 1Y | +44.9% | +1.9% | +43.0% | +42.3% |
| 3Y | +263.0% | +27.0% | +236.0% | +235.8% |
| 5Y | +129.5% | -13.4% | +142.9% | +121.6% |
| 10Y | +291.6% | +575.2% | -283.6% | +143.9% |
| All | +269.6% | +623.9% | -354.3% | +113.2% |
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