+60.0%
CSGP vs VEEV
+656.9%
-596.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.0% |
| 7D | +1.3% | -0.7% | +2.1% | +1.6% |
| 30D | +2.8% | +1.4% | +1.4% | +2.3% |
| 3M | -6.3% | +19.4% | -25.7% | -13.0% |
| 6M | -3.2% | +93.6% | -96.8% | -25.2% |
| YTD | -54.0% | +35.1% | -89.0% | -59.5% |
| 1Y | -54.8% | +3.4% | -58.2% | -56.4% |
| 3Y | -60.6% | +81.4% | -141.9% | -70.0% |
| 5Y | -62.6% | -5.1% | -57.6% | -65.5% |
| All | +60.0% | +656.9% | -596.8% | -25.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling