+41.0%
CVS vs VEEV
+552.6%
-511.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -2.0% | -8.2% | +6.3% | -1.3% |
| 30D | +1.9% | +10.3% | -8.4% | +1.0% |
| 3M | -2.2% | +59.4% | -61.6% | -6.2% |
| 6M | +26.7% | +37.6% | -10.9% | +22.8% |
| YTD | +22.9% | +16.9% | +6.0% | +20.9% |
| 1Y | +32.9% | -5.0% | +37.9% | +33.3% |
| 3Y | +62.3% | +18.5% | +43.8% | +57.1% |
| 5Y | +34.2% | -13.8% | +48.1% | +32.9% |
| All | +41.0% | +552.6% | -511.6% | +1.0% |
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 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