-5.0%
VEEV vs KGC
+28.8%
-33.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.3% | +4.4% | +0.2% |
| 7D | -8.2% | -8.4% | +0.2% | -8.0% |
| 30D | +10.3% | +6.3% | +4.0% | +10.3% |
| 3M | +59.4% | +22.4% | +36.9% | +59.1% |
| 6M | +37.6% | -11.4% | +49.0% | +37.7% |
| YTD | +16.9% | +3.1% | +13.8% | +15.9% |
| 1Y | -5.0% | +26.6% | -31.6% | -5.5% |
| All | -5.0% | +28.8% | -33.8% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 1y: compounded portfolio wealth divided by compounded KGC 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…
1y analysis · Full analysis span regression · 6 months rolling