-12.9%
KMB vs VEEV
-15.0%
+2.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.6% | -4.1% |
| 7D | -8.6% | -7.1% | -1.5% | -8.4% |
| 30D | -7.5% | +11.1% | -18.7% | -7.9% |
| 3M | -0.6% | +55.5% | -56.2% | -2.0% |
| 6M | -1.5% | +33.4% | -34.9% | -2.6% |
| YTD | +1.6% | +16.8% | -15.2% | +0.9% |
| 1Y | -20.8% | -7.7% | -13.0% | -20.7% |
| 3Y | -12.4% | +18.4% | -30.8% | -13.3% |
| 5Y | -12.9% | -14.8% | +1.9% | -17.6% |
| All | -12.9% | -15.0% | +2.1% | -17.6% |
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