+80.2%
CSGP vs VEEV
+699.3%
-619.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.1% | -2.6% | -4.0% |
| 7D | +1.3% | -2.9% | +4.2% | +2.3% |
| 30D | +10.7% | +7.5% | +3.2% | +8.0% |
| 3M | +3.3% | +39.5% | -36.2% | -8.3% |
| 6M | -10.3% | +81.5% | -91.8% | -27.3% |
| YTD | -54.6% | +36.1% | -90.6% | -59.5% |
| 1Y | -54.6% | +4.3% | -58.9% | -56.2% |
| 3Y | -60.3% | +54.8% | -115.2% | -67.3% |
| 5Y | -63.3% | -4.7% | -58.6% | -65.9% |
| 10Y | +66.5% | +709.1% | -642.6% | -17.2% |
| All | +80.2% | +699.3% | -619.1% | -18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling