-50.1%
CCI vs VEEV
-14.9%
-35.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.8% |
| 7D | -4.4% | -8.2% | +3.8% | -3.2% |
| 30D | +0.3% | +10.3% | -10.0% | -1.3% |
| 3M | -20.0% | +59.4% | -79.3% | -25.5% |
| 6M | -14.5% | +37.6% | -52.1% | -19.0% |
| YTD | -14.9% | +16.9% | -31.8% | -17.5% |
| 1Y | -17.7% | -5.0% | -12.7% | -17.8% |
| 3Y | -12.4% | +18.5% | -30.8% | -16.9% |
| 5Y | -50.1% | -13.8% | -36.3% | -52.1% |
| All | -50.1% | -14.9% | -35.3% | -52.1% |
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