+640.3%
VEEV vs CPB
-20.7%
+661.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.4% | +0.1% | -2.8% |
| 7D | -0.6% | -8.6% | +8.0% | +0.5% |
| 30D | +28.8% | -7.2% | +36.1% | +30.0% |
| 3M | +54.0% | +0.9% | +53.1% | +53.9% |
| 6M | +46.0% | -11.8% | +57.8% | +47.8% |
| YTD | +23.2% | -19.4% | +42.6% | +25.7% |
| 1Y | +1.9% | -30.4% | +32.2% | +5.5% |
| 3Y | +27.0% | -40.2% | +67.2% | +32.2% |
| 5Y | -13.4% | -39.5% | +26.1% | -11.1% |
| 10Y | +575.2% | -47.4% | +622.6% | +615.4% |
| All | +640.3% | -20.7% | +661.0% | +592.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling