+1.8%
VEEV vs CART
+47.6%
-45.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | -2.5% | +1.2% | -3.7% | -2.8% |
| 30D | +0.3% | +17.8% | -17.5% | -5.3% |
| 3M | +25.2% | +20.7% | +4.5% | +17.1% |
| 6M | +89.7% | +49.7% | +40.0% | +65.6% |
| YTD | +35.5% | +30.0% | +5.5% | +18.3% |
| 1Y | +1.8% | +48.4% | -46.6% | -13.6% |
| All | +1.8% | +47.6% | -45.7% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 1y: compounded portfolio wealth divided by compounded CART 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…
1y analysis · Full analysis span regression · 6 months rolling