-7.7%
VEEV vs CASY
+22.7%
-30.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -14.2% | +12.7% | -3.3% |
| 7D | -7.1% | -16.5% | +9.4% | -9.1% |
| 30D | +11.1% | -26.4% | +37.5% | +6.9% |
| 3M | +55.5% | -17.3% | +72.8% | +52.1% |
| 6M | +33.4% | -5.2% | +38.6% | +31.9% |
| YTD | +16.8% | +14.1% | +2.8% | +14.6% |
| 1Y | -7.7% | +16.6% | -24.4% | -10.6% |
| All | -7.7% | +22.7% | -30.5% | -10.6% |
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