+612.7%
VEEV vs CHD
+279.6%
+333.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.0% | -1.7% | -3.1% |
| 7D | -5.2% | -2.9% | -2.2% | -4.3% |
| 30D | +14.9% | -6.2% | +21.1% | +17.0% |
| 3M | +58.4% | +1.6% | +56.8% | +57.7% |
| 6M | +35.5% | -3.5% | +39.0% | +36.6% |
| YTD | +18.6% | +16.2% | +2.4% | +12.5% |
| 1Y | -6.3% | +3.4% | -9.7% | -8.1% |
| 3Y | +20.2% | +4.6% | +15.6% | +15.1% |
| 5Y | -13.8% | +21.1% | -34.9% | -24.0% |
| 10Y | +542.0% | +126.5% | +415.5% | +349.5% |
| All | +612.7% | +279.6% | +333.1% | +266.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 all: compounded portfolio wealth divided by compounded CHD 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…
all analysis · Full analysis span regression · 6 months rolling