-59.7%
CSGP vs VEEV
+71.8%
-131.5%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +1.9% |
| 7D | -1.8% | -0.2% | -1.6% | -1.7% |
| 30D | +5.3% | +3.5% | +1.8% | +4.0% |
| 3M | +3.3% | +32.9% | -29.6% | -7.6% |
| 6M | -4.7% | +84.2% | -88.9% | -24.8% |
| YTD | -53.5% | +37.3% | -90.8% | -59.9% |
| 1Y | -53.7% | +3.9% | -57.6% | -57.1% |
| 3Y | -59.7% | +83.9% | -143.7% | -71.8% |
| All | -59.7% | +71.8% | -131.5% | -71.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling