+3.9%
CI vs VEEV
+18.9%
-15.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | -1.7% |
| 7D | -2.0% | -5.2% | +3.1% | -1.9% |
| 30D | -1.8% | +14.9% | -16.7% | -2.3% |
| 3M | -4.2% | +58.4% | -62.6% | -5.7% |
| 6M | +2.7% | +35.5% | -32.8% | +1.9% |
| YTD | +1.9% | +18.6% | -16.7% | +2.1% |
| 1Y | -6.3% | -6.3% | +0.1% | -4.7% |
| 3Y | +3.9% | +20.2% | -16.4% | +3.1% |
| All | +3.9% | +18.9% | -15.0% | +3.1% |
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 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