-6.3%
VEEV vs CMS
+0.7%
-7.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.5% | -4.2% | -3.6% |
| 7D | -5.2% | +1.2% | -6.4% | -4.9% |
| 30D | +14.9% | -3.2% | +18.1% | +14.2% |
| 3M | +58.4% | -2.2% | +60.6% | +60.0% |
| 6M | +35.5% | -9.4% | +44.9% | +33.5% |
| YTD | +18.6% | +0.7% | +18.0% | +17.8% |
| All | -6.3% | +0.7% | -7.0% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 CMS 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