+50.0%
LULU vs VEEV
+556.2%
-506.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.6% | +1.9% |
| 7D | -1.6% | -4.6% | +3.0% | +0.2% |
| 30D | -18.1% | +8.6% | -26.8% | -21.3% |
| 3M | -18.8% | +62.4% | -81.2% | -33.7% |
| 6M | -39.2% | +40.3% | -79.5% | -47.9% |
| YTD | -52.4% | +17.5% | -69.9% | -56.2% |
| 1Y | -40.3% | -6.1% | -34.2% | -40.3% |
| 3Y | -75.1% | +16.7% | -91.8% | -77.9% |
| 5Y | -76.7% | -13.3% | -63.4% | -77.7% |
| All | +50.0% | +556.2% | -506.2% | -20.8% |
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 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