+657.9%
VEEV vs CP
+259.0%
+398.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.1% |
| 7D | -2.5% | +0.9% | -3.4% | -2.8% |
| 30D | +0.3% | +10.3% | -10.1% | -3.8% |
| 3M | +25.2% | +2.3% | +22.9% | +23.7% |
| 6M | +89.7% | +10.7% | +79.0% | +80.8% |
| YTD | +35.5% | +29.3% | +6.2% | +19.4% |
| 1Y | +1.8% | +31.5% | -29.6% | -11.0% |
| 3Y | +83.2% | +36.7% | +46.5% | +53.7% |
| 5Y | -4.8% | +26.8% | -31.6% | -18.4% |
| All | +657.9% | +259.0% | +398.9% | +300.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 10y: compounded portfolio wealth divided by compounded CP 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…
10y analysis · Full analysis span regression · 6 months rolling