+394.0%
CAH vs VEEV
-13.7%
+407.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.6% |
| 7D | -5.1% | -4.6% | -0.5% | -4.9% |
| 30D | +0.2% | +8.6% | -8.5% | -0.2% |
| 3M | +6.3% | +62.4% | -56.1% | +4.1% |
| 6M | +9.4% | +40.3% | -30.9% | +7.7% |
| YTD | +15.0% | +17.5% | -2.6% | +14.1% |
| 1Y | +55.4% | -6.1% | +61.6% | +56.1% |
| 3Y | +173.8% | +16.7% | +157.1% | +171.0% |
| All | +394.0% | -13.7% | +407.7% | +394.2% |
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 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