+121.9%
KRE vs VEEV
+556.2%
-434.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -1.8% | -4.6% | +2.8% | -1.1% |
| 30D | -4.5% | +8.6% | -13.1% | -6.1% |
| 3M | +2.7% | +62.4% | -59.7% | -6.0% |
| 6M | +16.9% | +40.3% | -23.4% | +9.2% |
| YTD | +15.4% | +17.5% | -2.2% | +10.9% |
| 1Y | +16.1% | -6.1% | +22.2% | +16.0% |
| 3Y | +85.7% | +16.7% | +69.0% | +75.4% |
| 5Y | +33.3% | -13.3% | +46.6% | +27.9% |
| All | +121.9% | +556.2% | -434.3% | +32.7% |
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