-14.8%
VEEV vs CPB
-38.1%
+23.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.6% |
| 7D | -7.1% | -8.0% | +0.9% | -6.7% |
| 30D | +11.1% | -2.4% | +13.5% | +11.3% |
| 3M | +55.5% | +0.5% | +55.0% | +55.6% |
| 6M | +33.4% | -10.5% | +43.8% | +32.9% |
| YTD | +16.8% | -17.5% | +34.4% | +16.1% |
| 1Y | -7.7% | -31.0% | +23.3% | -8.7% |
| 3Y | +18.4% | -40.6% | +59.0% | +15.8% |
| 5Y | -14.8% | -37.7% | +22.9% | -12.1% |
| All | -14.8% | -38.1% | +23.3% | -12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling