+470.7%
LLY vs VEEV
-3.0%
+473.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | +1.6% | +0.8% | +0.9% | +1.5% |
| 30D | +21.5% | +3.2% | +18.3% | +21.0% |
| 3M | +16.4% | +30.2% | -13.8% | +12.8% |
| 6M | +51.5% | +83.7% | -32.2% | +40.7% |
| YTD | +33.9% | +36.9% | -3.0% | +28.6% |
| 1Y | +49.1% | +3.3% | +45.8% | +48.1% |
| 3Y | +144.6% | +85.1% | +59.5% | +126.4% |
| All | +470.7% | -3.0% | +473.7% | +449.8% |
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