+5.8%
VEEV vs XYL
-30.7%
+36.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.0% | -2.5% | +2.0% |
| 7D | -2.3% | +14.5% | -16.8% | -3.5% |
| 30D | +9.6% | -1.3% | +10.9% | +9.9% |
| 3M | +46.6% | -17.0% | +63.6% | +49.7% |
| 6M | +82.5% | -11.3% | +93.8% | +85.8% |
| YTD | +39.2% | -25.0% | +64.1% | +44.7% |
| 1Y | +5.8% | -31.5% | +37.4% | +4.4% |
| All | +5.8% | -30.7% | +36.5% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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