+40.9%
DUK vs VEEV
-13.7%
+54.7%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -0.7% | -4.6% | +3.9% | -0.6% |
| 30D | -2.4% | +8.6% | -11.1% | -2.6% |
| 3M | -3.0% | +62.4% | -65.4% | -4.0% |
| 6M | -6.6% | +40.3% | -46.8% | -7.2% |
| YTD | +4.6% | +17.5% | -13.0% | +4.3% |
| 1Y | +1.2% | -6.1% | +7.3% | +1.7% |
| 3Y | +45.7% | +16.7% | +29.0% | +44.4% |
| All | +40.9% | -13.7% | +54.7% | +35.2% |
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 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