+81.4%
VEEV vs CPB
-35.1%
+116.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.2% | -3.5% | -0.6% |
| 7D | -0.7% | -1.6% | +0.8% | -0.6% |
| 30D | +1.4% | +19.2% | -17.8% | -0.5% |
| 3M | +19.4% | -0.9% | +20.3% | +19.4% |
| 6M | +93.6% | +15.2% | +78.4% | +91.9% |
| YTD | +35.1% | -13.1% | +48.2% | +34.2% |
| 1Y | +3.4% | -22.4% | +25.8% | +3.0% |
| 3Y | +81.4% | -35.3% | +116.7% | +77.0% |
| All | +81.4% | -35.1% | +116.4% | +77.0% |
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