+6.5%
CAT vs VEEV
+1.2%
+5.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.4% |
| 7D | +9.3% | -2.5% | +11.8% | +8.7% |
| 30D | -21.5% | +0.3% | -21.8% | -21.4% |
| 3M | -29.1% | +25.2% | -54.3% | -24.7% |
| 6M | -33.4% | +89.7% | -123.1% | -21.2% |
| YTD | +6.6% | +35.5% | -28.9% | +27.3% |
| 1Y | +6.5% | +1.8% | +4.7% | +30.0% |
| All | +6.5% | +1.2% | +5.3% | +30.0% |
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