-24.4%
KVUE vs VEEV
+46.9%
-71.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | -6.1% | -8.2% | +2.1% | -5.8% |
| 30D | -5.6% | +10.3% | -15.9% | -6.0% |
| 3M | -0.3% | +59.4% | -59.7% | -2.2% |
| 6M | +1.4% | +37.6% | -36.2% | -0.1% |
| YTD | +6.7% | +16.9% | -10.2% | +5.9% |
| 1Y | +1.0% | -5.0% | +5.9% | +1.0% |
| 3Y | -5.4% | +18.5% | -23.9% | -7.4% |
| All | -24.4% | +46.9% | -71.3% | -27.0% |
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