+126.0%
DUK vs VEEV
+556.2%
-430.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -0.7% | -4.6% | +3.9% | -0.4% |
| 30D | -2.4% | +8.6% | -11.1% | -3.1% |
| 3M | -3.0% | +62.4% | -65.4% | -6.2% |
| 6M | -6.6% | +40.3% | -46.8% | -8.9% |
| YTD | +4.6% | +17.5% | -13.0% | +3.1% |
| 1Y | +1.2% | -6.1% | +7.3% | +1.4% |
| 3Y | +45.7% | +16.7% | +29.0% | +42.1% |
| 5Y | +40.3% | -13.3% | +53.6% | +39.0% |
| All | +126.0% | +556.2% | -430.1% | +87.3% |
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