+71.8%
CB vs VEEV
+56.3%
+15.5%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.7% |
| 7D | +0.2% | -2.9% | +3.2% | +0.3% |
| 30D | +9.1% | +7.5% | +1.5% | +8.8% |
| 3M | +3.4% | +39.5% | -36.0% | +2.3% |
| 6M | +14.1% | +81.5% | -67.4% | +11.8% |
| YTD | +18.0% | +36.1% | -18.0% | +16.6% |
| 1Y | +30.1% | +4.3% | +25.8% | +30.1% |
| 3Y | +71.8% | +54.8% | +16.9% | +70.0% |
| All | +71.8% | +56.3% | +15.5% | +70.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling