+3,682.3%
CLS vs VEEV
-15.0%
+3,697.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.5% |
| 7D | +20.1% | -7.1% | +27.2% | +22.2% |
| 30D | +6.0% | +11.1% | -5.1% | +3.1% |
| 3M | -10.3% | +55.5% | -65.8% | -20.8% |
| 6M | +24.5% | +33.4% | -8.9% | +14.3% |
| YTD | +12.9% | +16.8% | -4.0% | +7.2% |
| 1Y | +36.7% | -7.7% | +44.4% | +39.1% |
| 3Y | +1,328.1% | +18.4% | +1,309.7% | +1,205.6% |
| 5Y | +3,682.3% | -14.8% | +3,697.1% | +3,467.0% |
| All | +3,682.3% | -15.0% | +3,697.4% | +3,467.0% |
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 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