+180.9%
COR vs VEEV
-15.0%
+196.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.4% |
| 7D | -3.9% | -7.1% | +3.2% | -3.7% |
| 30D | -0.3% | +11.1% | -11.4% | -0.6% |
| 3M | +15.9% | +55.5% | -39.7% | +14.4% |
| 6M | -10.3% | +33.4% | -43.6% | -11.1% |
| YTD | -3.7% | +16.8% | -20.5% | -4.4% |
| 1Y | +9.1% | -7.7% | +16.8% | +9.0% |
| 3Y | +86.6% | +18.4% | +68.2% | +84.9% |
| 5Y | +180.9% | -14.8% | +195.7% | +186.3% |
| All | +180.9% | -15.0% | +196.0% | +186.3% |
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