-63.2%
CSGP vs VEEV
-4.9%
-58.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.1% | -2.6% | -3.9% |
| 7D | +1.3% | -2.9% | +4.2% | +2.4% |
| 30D | +10.7% | +7.5% | +3.2% | +7.6% |
| 3M | +3.3% | +39.5% | -36.2% | -9.8% |
| 6M | -10.3% | +81.5% | -91.8% | -29.5% |
| YTD | -54.6% | +36.1% | -90.6% | -60.4% |
| 1Y | -54.6% | +4.3% | -58.9% | -56.8% |
| 3Y | -60.3% | +54.8% | -115.2% | -68.6% |
| All | -63.2% | -4.9% | -58.3% | -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