+543.1%
VEEV vs CPB
-45.3%
+588.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.5% |
| 7D | -4.6% | -1.8% | -2.8% | -4.5% |
| 30D | +8.6% | -7.1% | +15.7% | +9.5% |
| 3M | +62.4% | -6.0% | +68.5% | +63.4% |
| 6M | +40.3% | -5.3% | +45.5% | +40.9% |
| YTD | +17.5% | -20.8% | +38.4% | +19.6% |
| 1Y | -6.1% | -33.8% | +27.7% | -3.1% |
| 3Y | +16.7% | -43.7% | +60.4% | +21.0% |
| 5Y | -13.3% | -40.7% | +27.4% | -11.5% |
| All | +543.1% | -45.3% | +588.4% | +574.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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