-62.9%
CSGP vs VEEV
-3.2%
-59.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -7.1% | -1.9% | -5.2% | -6.4% |
| 30D | +3.6% | +3.0% | +0.6% | +2.4% |
| 3M | -2.7% | +28.8% | -31.6% | -12.4% |
| 6M | -8.0% | +91.3% | -99.3% | -29.1% |
| YTD | -55.0% | +36.5% | -91.5% | -60.8% |
| 1Y | -55.8% | +1.9% | -57.6% | -57.5% |
| 3Y | -62.0% | +84.6% | -146.6% | -71.8% |
| 5Y | -62.9% | -2.6% | -60.3% | -68.6% |
| All | -62.9% | -3.2% | -59.7% | -68.6% |
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 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