-11.2%
VEEV vs KEY
+40.7%
-51.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.5% | -3.3% |
| 7D | -0.6% | +2.2% | -2.8% | -1.0% |
| 30D | +28.8% | -3.0% | +31.9% | +29.5% |
| 3M | +54.0% | +3.3% | +50.7% | +52.8% |
| 6M | +46.0% | +9.2% | +36.8% | +42.7% |
| YTD | +23.2% | +10.6% | +12.6% | +20.1% |
| 1Y | +1.9% | +20.4% | -18.5% | -2.7% |
| 3Y | +27.0% | +121.8% | -94.8% | +4.0% |
| All | -11.2% | +40.7% | -51.9% | -16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling