+512.1%
KDP vs VEEV
+623.9%
-111.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.6% |
| 7D | +1.3% | -0.6% | +1.9% | +1.3% |
| 30D | +6.0% | +28.8% | -22.9% | +3.7% |
| 3M | +9.2% | +54.0% | -44.8% | +5.2% |
| 6M | +14.7% | +46.0% | -31.3% | +10.8% |
| YTD | +19.2% | +23.2% | -4.0% | +16.6% |
| 1Y | +15.2% | +1.9% | +13.3% | +14.3% |
| 3Y | +6.0% | +27.0% | -21.1% | +2.2% |
| 5Y | +5.4% | -13.4% | +18.8% | +3.8% |
| 10Y | +171.9% | +575.2% | -403.4% | +137.0% |
| All | +512.1% | +623.9% | -111.8% | +424.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling