+20.2%
VEEV vs KEY
+130.9%
-110.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.8% | -2.0% | -3.4% |
| 7D | -5.2% | +2.7% | -7.9% | -5.6% |
| 30D | +14.9% | -3.2% | +18.1% | +15.5% |
| 3M | +58.4% | +1.0% | +57.4% | +57.9% |
| 6M | +35.5% | +11.9% | +23.6% | +32.0% |
| YTD | +18.6% | +8.7% | +9.9% | +16.2% |
| 1Y | -6.3% | +18.5% | -24.8% | -10.0% |
| 3Y | +20.2% | +124.0% | -103.7% | -2.9% |
| All | +20.2% | +130.9% | -110.7% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 3y: compounded portfolio wealth divided by compounded KEY 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…
3y analysis · Full analysis span regression · 6 months rolling