-10.0%
CRM vs VEEV
+6.7%
-16.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.4% | -0.2% | +0.2% |
| 7D | -6.2% | -2.3% | -3.9% | -4.4% |
| 30D | -1.2% | +9.6% | -10.8% | -8.2% |
| 3M | +19.1% | +46.6% | -27.5% | -11.3% |
| 6M | +23.0% | +82.5% | -59.5% | -21.2% |
| YTD | -13.7% | +39.2% | -52.8% | -38.0% |
| 1Y | -10.0% | +5.8% | -15.8% | -31.9% |
| All | -10.0% | +6.7% | -16.7% | -31.9% |
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