+84.5%
KMB vs VEEV
+704.1%
-619.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.8% | -1.0% |
| 7D | +6.0% | +0.8% | +5.3% | +6.0% |
| 30D | +13.5% | +3.2% | +10.3% | +13.3% |
| 3M | +3.8% | +30.2% | -26.4% | +2.2% |
| 6M | +15.6% | +83.7% | -68.1% | +11.7% |
| YTD | +14.0% | +36.9% | -22.9% | +11.7% |
| 1Y | +12.9% | +3.3% | +9.6% | +12.3% |
| 3Y | +3.7% | +85.1% | -81.4% | -0.9% |
| 5Y | -0.1% | -2.6% | +2.6% | -1.8% |
| 10Y | +41.1% | +676.7% | -635.5% | +25.3% |
| All | +84.5% | +704.1% | -619.5% | +62.2% |
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