+3.2%
SLB vs VEEV
+71.8%
-68.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.8% |
| 7D | -3.7% | -0.2% | -3.5% | -3.7% |
| 30D | +2.9% | +3.5% | -0.5% | +2.6% |
| 3M | +0.2% | +32.9% | -32.7% | -2.5% |
| 6M | -4.4% | +84.2% | -88.6% | -10.0% |
| YTD | +33.4% | +37.3% | -3.8% | +30.1% |
| 1Y | +40.8% | +3.9% | +36.9% | +43.5% |
| 3Y | +3.2% | +83.9% | -80.7% | -10.5% |
| All | +3.2% | +71.8% | -68.6% | -10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling