+28.5%
CLS vs VEEV
-7.5%
+36.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +5.0% | -8.2% | +13.2% | +5.0% |
| 30D | +4.8% | +10.3% | -5.5% | +5.0% |
| 3M | -10.4% | +59.4% | -69.8% | -10.2% |
| 6M | +20.8% | +37.6% | -16.8% | +22.8% |
| YTD | +10.0% | +16.9% | -6.9% | +15.3% |
| 1Y | +28.5% | -5.0% | +33.5% | +45.1% |
| All | +28.5% | -7.5% | +36.1% | +45.1% |
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 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