+826.9%
VEEV vs KEYS
+1,113.8%
-286.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.0% | -3.4% | -1.2% |
| 7D | -4.6% | +3.5% | -8.1% | -6.1% |
| 30D | +8.6% | -4.5% | +13.1% | +10.3% |
| 3M | +62.4% | -0.4% | +62.8% | +58.4% |
| 6M | +40.3% | +19.1% | +21.1% | +22.8% |
| YTD | +17.5% | +66.7% | -49.1% | -15.9% |
| 1Y | -6.1% | +96.5% | -102.6% | -39.1% |
| 3Y | +16.7% | +155.2% | -138.5% | -37.6% |
| 5Y | -13.3% | +88.0% | -101.3% | -45.9% |
| 10Y | +550.5% | +1,046.8% | -496.3% | +42.1% |
| All | +826.9% | +1,113.8% | -286.9% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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