+609.6%
VLO vs VEEV
-14.9%
+624.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +4.0% | -8.2% | +12.2% | +4.7% |
| 30D | +19.0% | +10.3% | +8.7% | +17.8% |
| 3M | +50.0% | +59.4% | -9.4% | +43.2% |
| 6M | +79.1% | +37.6% | +41.6% | +73.1% |
| YTD | +140.3% | +16.9% | +123.4% | +135.4% |
| 1Y | +148.3% | -5.0% | +153.3% | +148.2% |
| 3Y | +194.6% | +18.5% | +176.2% | +184.9% |
| 5Y | +609.6% | -13.8% | +623.4% | +603.5% |
| All | +609.6% | -14.9% | +624.4% | +603.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling