+139.2%
SLB vs VEEV
-14.3%
+153.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +3.0% | -0.4% |
| 7D | +0.4% | -5.2% | +5.6% | +0.9% |
| 30D | +13.6% | +14.9% | -1.3% | +12.0% |
| 3M | +1.5% | +58.4% | -56.9% | -3.2% |
| 6M | +23.0% | +35.5% | -12.5% | +19.0% |
| YTD | +51.2% | +18.6% | +32.6% | +48.2% |
| 1Y | +63.5% | -6.3% | +69.8% | +64.7% |
| 3Y | +2.5% | +20.2% | -17.7% | -1.2% |
| 5Y | +139.2% | -13.8% | +153.0% | +135.9% |
| All | +139.2% | -14.3% | +153.5% | +135.9% |
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