+412.6%
CSX vs VEEV
+699.2%
-286.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | +2.6% |
| 7D | -2.2% | -0.2% | -2.0% | -2.2% |
| 30D | +6.8% | +3.5% | +3.3% | +6.1% |
| 3M | +0.7% | +32.9% | -32.3% | -5.0% |
| 6M | +13.3% | +84.2% | -70.9% | -0.2% |
| YTD | +40.5% | +37.3% | +3.3% | +30.4% |
| 1Y | +44.7% | +3.9% | +40.8% | +42.2% |
| 3Y | +74.5% | +83.9% | -9.4% | +48.1% |
| 5Y | +52.0% | -4.3% | +56.3% | +45.0% |
| 10Y | +412.6% | +669.1% | -256.4% | +222.5% |
| All | +412.6% | +699.2% | -286.5% | +222.5% |
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