+251.7%
CB vs VEEV
+656.9%
-405.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | +2.9% | -0.7% | +3.7% | +3.0% |
| 30D | +7.3% | +1.4% | +5.9% | +7.2% |
| 3M | +9.4% | +19.4% | -10.0% | +7.6% |
| 6M | +19.6% | +93.6% | -74.0% | +12.5% |
| YTD | +21.5% | +35.1% | -13.6% | +17.6% |
| 1Y | +28.0% | +3.4% | +24.6% | +27.0% |
| 3Y | +74.9% | +81.4% | -6.5% | +62.6% |
| 5Y | +108.1% | -5.1% | +113.2% | +103.8% |
| All | +251.7% | +656.9% | -405.2% | +170.0% |
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 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