+2,896.3%
KLAC vs VEEV
+556.2%
+2,340.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.4% | +1.7% |
| 7D | -2.7% | -4.6% | +1.9% | -1.0% |
| 30D | -13.2% | +8.6% | -21.8% | -16.6% |
| 3M | -25.0% | +62.4% | -87.4% | -39.9% |
| 6M | +23.6% | +40.3% | -16.7% | +3.4% |
| YTD | +49.2% | +17.5% | +31.7% | +33.9% |
| 1Y | +89.3% | -6.1% | +95.4% | +86.9% |
| 3Y | +274.4% | +16.7% | +257.7% | +220.9% |
| 5Y | +440.9% | -13.3% | +454.3% | +410.6% |
| All | +2,896.3% | +556.2% | +2,340.2% | +1,176.8% |
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