+22.6%
KDP vs VEEV
-3.2%
+25.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.0% | +1.8% |
| 7D | +4.0% | -1.9% | +5.9% | +4.1% |
| 30D | +16.8% | +3.0% | +13.8% | +16.6% |
| 3M | +32.0% | +28.8% | +3.2% | +30.2% |
| 6M | +35.2% | +91.3% | -56.1% | +30.5% |
| YTD | +40.9% | +36.5% | +4.4% | +38.4% |
| 1Y | +47.7% | +1.9% | +45.8% | +47.9% |
| 3Y | +34.8% | +84.6% | -49.8% | +28.5% |
| 5Y | +22.6% | -2.6% | +25.2% | +18.6% |
| All | +22.6% | -3.2% | +25.9% | +18.6% |
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 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