+166.9%
KRE vs VEEV
+586.3%
-419.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.4% | -0.9% |
| 7D | -1.1% | -7.1% | +6.0% | +0.1% |
| 30D | -3.4% | +11.1% | -14.5% | -5.3% |
| 3M | +3.7% | +55.5% | -51.8% | -4.1% |
| 6M | +14.8% | +33.4% | -18.6% | +8.3% |
| YTD | +14.7% | +16.8% | -2.2% | +10.4% |
| 1Y | +16.0% | -7.7% | +23.8% | +16.1% |
| 3Y | +84.3% | +18.4% | +65.9% | +74.0% |
| 5Y | +30.9% | -14.8% | +45.7% | +26.7% |
| 10Y | +122.0% | +546.5% | -424.5% | +45.5% |
| All | +166.9% | +586.3% | -419.4% | +64.4% |
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