+5.1%
KDP vs VEEV
-14.3%
+19.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +0.1% |
| 7D | +2.1% | -5.2% | +7.2% | +2.3% |
| 30D | +8.5% | +14.9% | -6.4% | +7.6% |
| 3M | +6.6% | +58.4% | -51.8% | +3.9% |
| 6M | +17.1% | +35.5% | -18.4% | +15.0% |
| YTD | +19.0% | +18.6% | +0.4% | +17.8% |
| 1Y | +21.8% | -6.3% | +28.1% | +22.3% |
| 3Y | +6.4% | +20.2% | -13.8% | +4.3% |
| 5Y | +5.1% | -13.8% | +18.9% | +2.4% |
| All | +5.1% | -14.3% | +19.4% | +2.4% |
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