+612.7%
VEEV vs CRS
+850.6%
-237.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.5% | -0.2% | -3.2% |
| 7D | -5.2% | -3.1% | -2.1% | -4.7% |
| 30D | +14.9% | -19.6% | +34.5% | +18.6% |
| 3M | +58.4% | -8.1% | +66.4% | +59.3% |
| 6M | +35.5% | +18.6% | +16.9% | +30.2% |
| YTD | +18.6% | +45.9% | -27.2% | +9.7% |
| 1Y | -6.3% | +82.5% | -88.8% | -17.2% |
| 3Y | +20.2% | +648.9% | -628.7% | -19.6% |
| 5Y | -13.8% | +1,438.1% | -1,451.9% | -50.3% |
| 10Y | +542.0% | +1,327.0% | -785.0% | +238.8% |
| All | +612.7% | +850.6% | -237.9% | +293.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling