+8.9%
CAT vs VEEV
+6.7%
+2.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.4% | -7.7% | -4.7% |
| 7D | -17.1% | -2.3% | -14.9% | -17.5% |
| 30D | -30.1% | +9.6% | -39.7% | -28.5% |
| 3M | -32.4% | +46.6% | -79.0% | -25.2% |
| 6M | -32.1% | +82.5% | -114.6% | -19.9% |
| YTD | +4.1% | +39.2% | -35.1% | +25.1% |
| 1Y | +8.9% | +5.8% | +3.1% | +33.0% |
| All | +8.9% | +6.7% | +2.2% | +33.0% |
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