+192.5%
JNJ vs VEEV
+556.2%
-363.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.3% |
| 7D | -3.5% | -4.6% | +1.1% | -3.1% |
| 30D | +2.3% | +8.6% | -6.3% | +1.5% |
| 3M | +12.0% | +62.4% | -50.4% | +7.3% |
| 6M | +10.5% | +40.3% | -29.8% | +6.9% |
| YTD | +30.4% | +17.5% | +12.8% | +27.9% |
| 1Y | +52.1% | -6.1% | +58.2% | +52.3% |
| 3Y | +77.8% | +16.7% | +61.1% | +72.3% |
| 5Y | +82.9% | -13.3% | +96.2% | +81.6% |
| All | +192.5% | +556.2% | -363.6% | +120.6% |
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