+249.9%
SYY vs VEEV
+596.9%
-347.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.5% | +0.1% |
| 7D | -2.8% | -5.2% | +2.4% | -2.3% |
| 30D | -5.3% | +14.9% | -20.2% | -6.7% |
| 3M | +5.1% | +58.4% | -53.3% | +0.2% |
| 6M | -5.0% | +35.5% | -40.5% | -8.3% |
| YTD | +10.7% | +18.6% | -7.9% | +8.1% |
| 1Y | +0.7% | -6.3% | +7.0% | +0.6% |
| 3Y | +24.0% | +20.2% | +3.8% | +19.3% |
| 5Y | +19.3% | -13.8% | +33.1% | +16.1% |
| 10Y | +96.4% | +542.0% | -445.6% | +57.0% |
| All | +249.9% | +596.9% | -347.0% | +170.4% |
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