+20.2%
VEEV vs CPB
-40.5%
+60.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.8% | -5.5% | -3.9% |
| 7D | -5.2% | -8.2% | +3.1% | -4.3% |
| 30D | +14.9% | -5.6% | +20.5% | +15.6% |
| 3M | +58.4% | +3.0% | +55.4% | +58.3% |
| 6M | +35.5% | -12.7% | +48.2% | +35.5% |
| YTD | +18.6% | -18.0% | +36.6% | +18.6% |
| 1Y | -6.3% | -31.7% | +25.4% | -6.2% |
| 3Y | +20.2% | -41.0% | +61.2% | +18.9% |
| All | +20.2% | -40.5% | +60.7% | +18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling