+193.8%
VLO vs VEEV
+18.2%
+175.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.7% |
| 7D | +6.2% | -7.1% | +13.3% | +6.9% |
| 30D | +23.5% | +11.1% | +12.4% | +22.0% |
| 3M | +53.9% | +55.5% | -1.7% | +46.7% |
| 6M | +81.7% | +33.4% | +48.3% | +75.7% |
| YTD | +142.5% | +16.8% | +125.6% | +137.6% |
| 1Y | +145.4% | -7.7% | +153.2% | +147.8% |
| All | +193.8% | +18.2% | +175.6% | +169.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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