+54.8%
VEEV vs CART
+112.9%
-58.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.6% | -2.2% |
| 7D | -2.9% | +3.0% | -5.9% | -3.5% |
| 30D | +7.5% | +28.6% | -21.0% | +2.5% |
| 3M | +39.5% | +29.1% | +10.4% | +32.8% |
| 6M | +81.5% | +44.7% | +36.8% | +69.5% |
| YTD | +36.1% | +29.2% | +6.8% | +28.3% |
| 1Y | +4.3% | +66.2% | -61.9% | -4.7% |
| 3Y | +54.8% | +112.8% | -58.0% | +31.7% |
| All | +54.8% | +112.9% | -58.0% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling