-13.8%
VEEV vs CASY
+274.3%
-288.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.0% | -0.7% | -3.4% |
| 7D | -5.2% | -4.4% | -0.8% | -4.7% |
| 30D | +14.9% | -12.0% | +27.0% | +16.4% |
| 3M | +58.4% | -2.3% | +60.7% | +57.3% |
| 6M | +35.5% | +10.5% | +24.9% | +31.0% |
| YTD | +18.6% | +33.0% | -14.4% | +10.2% |
| 1Y | -6.3% | +41.1% | -47.5% | -14.3% |
| 3Y | +20.2% | +207.5% | -187.3% | -12.0% |
| 5Y | -13.8% | +290.7% | -304.5% | -44.4% |
| All | -13.8% | +274.3% | -288.1% | -44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling