+45.9%
VALE vs VEEV
+18.9%
+27.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.3% |
| 7D | -0.3% | -4.6% | +4.4% | -0.1% |
| 30D | +8.6% | +8.6% | 0.0% | +8.2% |
| 3M | +2.0% | +62.4% | -60.4% | -0.5% |
| 6M | +2.1% | +40.3% | -38.1% | +0.5% |
| YTD | +20.2% | +17.5% | +2.7% | +20.2% |
| 1Y | +55.2% | -6.1% | +61.3% | +58.7% |
| 3Y | +45.9% | +16.7% | +29.2% | +43.8% |
| All | +45.9% | +18.9% | +27.0% | +43.8% |
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 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