+54.4%
CVS vs VEEV
+18.9%
+35.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.6% |
| 7D | -2.2% | -4.6% | +2.5% | -2.3% |
| 30D | -0.1% | +8.6% | -8.7% | +0.2% |
| 3M | -5.2% | +62.4% | -67.6% | -4.2% |
| 6M | +26.9% | +40.3% | -13.4% | +28.6% |
| YTD | +22.1% | +17.5% | +4.5% | +24.7% |
| 1Y | +30.8% | -6.1% | +36.9% | +34.4% |
| 3Y | +54.4% | +16.7% | +37.7% | +54.2% |
| All | +54.4% | +18.9% | +35.5% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling