-24.5%
KVUE vs VEEV
+47.7%
-72.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | -5.1% | -4.6% | -0.5% | -4.9% |
| 30D | -6.3% | +8.6% | -15.0% | -6.7% |
| 3M | -0.5% | +62.4% | -62.9% | -2.4% |
| 6M | +3.1% | +40.3% | -37.2% | +1.6% |
| YTD | +6.7% | +17.5% | -10.9% | +5.8% |
| 1Y | -1.1% | -6.1% | +5.0% | -1.0% |
| 3Y | -8.7% | +16.7% | -25.4% | -10.6% |
| All | -24.5% | +47.7% | -72.2% | -27.1% |
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