+601.8%
VEEV vs JBL
+1,499.4%
-897.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -7.1% | +4.0% | -11.1% | -8.1% |
| 30D | +11.1% | -7.5% | +18.6% | +13.2% |
| 3M | +55.5% | -14.1% | +69.6% | +59.8% |
| 6M | +33.4% | +25.9% | +7.5% | +19.6% |
| YTD | +16.8% | +36.7% | -19.8% | +1.1% |
| 1Y | -7.7% | +49.0% | -56.7% | -23.2% |
| 3Y | +18.4% | +191.8% | -173.4% | -27.0% |
| 5Y | -14.8% | +409.8% | -424.6% | -58.4% |
| 10Y | +546.5% | +1,509.2% | -962.7% | +86.3% |
| All | +601.8% | +1,499.4% | -897.6% | +112.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling