+3.3%
VEEV vs CASY
+31.3%
-28.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.2% |
| 7D | +0.8% | +5.0% | -4.2% | +1.3% |
| 30D | +3.2% | +8.2% | -5.0% | +4.0% |
| 3M | +30.2% | -18.2% | +48.4% | +26.5% |
| 6M | +83.7% | -18.6% | +102.3% | +80.7% |
| YTD | +36.9% | +26.8% | +10.1% | +32.7% |
| 1Y | +3.3% | +31.6% | -28.3% | -1.3% |
| All | +3.3% | +31.3% | -28.0% | -1.3% |
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