+5.8%
VEEV vs CASY
+32.1%
-26.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +2.6% |
| 7D | -2.3% | +0.8% | -3.1% | -2.2% |
| 30D | +9.6% | +9.4% | +0.2% | +10.7% |
| 3M | +46.6% | -20.6% | +67.2% | +42.1% |
| 6M | +82.5% | -20.7% | +103.2% | +79.1% |
| YTD | +39.2% | +22.5% | +16.6% | +33.6% |
| 1Y | +5.8% | +29.5% | -23.6% | -0.3% |
| All | +5.8% | +32.1% | -26.3% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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