+88.3%
EXPE vs VEEV
-15.0%
+103.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.1% |
| 7D | -11.5% | -7.1% | -4.4% | -8.9% |
| 30D | -13.1% | +11.1% | -24.2% | -17.4% |
| 3M | +18.1% | +55.5% | -37.4% | -2.2% |
| 6M | +13.3% | +33.4% | -20.1% | -1.0% |
| YTD | -3.2% | +16.8% | -20.1% | -10.8% |
| 1Y | +26.1% | -7.7% | +33.9% | +26.3% |
| 3Y | +151.7% | +18.4% | +133.3% | +119.3% |
| 5Y | +88.3% | -14.8% | +103.2% | +64.5% |
| All | +88.3% | -15.0% | +103.4% | +64.5% |
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