+473.2%
VLO vs VEEV
-4.9%
+478.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +9.6% | -0.7% | +10.4% | +9.7% |
| 30D | -17.4% | +1.4% | -18.8% | -17.5% |
| 3M | +10.8% | +19.4% | -8.6% | +8.8% |
| 6M | +56.9% | +93.6% | -36.7% | +47.2% |
| YTD | +136.8% | +35.1% | +101.7% | +129.0% |
| 1Y | +120.7% | +3.4% | +117.3% | +119.2% |
| 3Y | +231.9% | +81.4% | +150.5% | +210.0% |
| All | +473.2% | -4.9% | +478.1% | +439.2% |
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