-12.2%
VEEV vs CRS
+1,363.4%
-1,375.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.7% | +0.7% |
| 7D | -4.6% | -6.8% | +2.1% | -3.7% |
| 30D | +8.6% | -16.1% | +24.8% | +11.2% |
| 3M | +62.4% | -21.2% | +83.6% | +66.9% |
| 6M | +40.3% | +8.7% | +31.6% | +36.3% |
| YTD | +17.5% | +41.0% | -23.4% | +8.6% |
| 1Y | -6.1% | +82.7% | -88.8% | -18.0% |
| 3Y | +16.7% | +604.8% | -588.1% | -28.7% |
| All | -12.2% | +1,363.4% | -1,375.6% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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