-40.2%
CMCSA vs VEEV
-4.9%
-35.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.7% | +1.5% |
| 7D | +3.2% | -0.7% | +3.9% | +3.2% |
| 30D | +19.5% | +1.4% | +18.1% | +19.3% |
| 3M | -2.4% | +19.4% | -21.8% | -4.6% |
| 6M | +3.8% | +93.6% | -89.8% | -4.1% |
| YTD | -5.4% | +35.1% | -40.5% | -9.2% |
| 1Y | +1.1% | +3.4% | -2.2% | +0.4% |
| 3Y | -27.1% | +81.4% | -108.5% | -34.3% |
| All | -40.2% | -4.9% | -35.3% | -47.3% |
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