+106.0%
CTAS vs VEEV
-14.9%
+120.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -1.3% | -8.2% | +6.9% | +0.3% |
| 30D | -3.1% | +10.3% | -13.4% | -5.3% |
| 3M | +10.3% | +59.4% | -49.1% | -0.1% |
| 6M | +1.6% | +37.6% | -35.9% | -5.6% |
| YTD | +6.3% | +16.9% | -10.6% | +1.8% |
| 1Y | -0.5% | -5.0% | +4.5% | -0.7% |
| 3Y | +64.6% | +18.5% | +46.1% | +52.9% |
| 5Y | +106.0% | -13.8% | +119.8% | +103.7% |
| All | +106.0% | -14.9% | +120.9% | +103.7% |
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