+543.1%
VEEV vs JBL
+1,558.3%
-1,015.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.0% | -4.5% | -0.8% |
| 7D | -4.6% | +2.4% | -7.0% | -5.2% |
| 30D | +8.6% | -13.1% | +21.8% | +12.3% |
| 3M | +62.4% | -15.6% | +78.0% | +67.6% |
| 6M | +40.3% | +24.6% | +15.7% | +27.0% |
| YTD | +17.5% | +39.6% | -22.1% | +1.9% |
| 1Y | -6.1% | +48.6% | -54.7% | -20.9% |
| 3Y | +16.7% | +197.3% | -180.6% | -27.1% |
| 5Y | -13.3% | +413.0% | -426.3% | -56.9% |
| All | +543.1% | +1,558.3% | -1,015.2% | +96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 10y: compounded portfolio wealth divided by compounded JBL 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…
10y analysis · Full analysis span regression · 6 months rolling