+1,489.0%
VLO vs VEEV
+623.9%
+865.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.3% | +3.3% | +0.4% |
| 7D | +5.2% | -0.6% | +5.8% | +5.3% |
| 30D | +22.6% | +28.8% | -6.2% | +18.5% |
| 3M | +43.8% | +54.0% | -10.3% | +35.6% |
| 6M | +65.7% | +46.0% | +19.8% | +56.9% |
| YTD | +131.1% | +23.2% | +107.9% | +123.1% |
| 1Y | +143.6% | +1.9% | +141.8% | +140.7% |
| 3Y | +201.4% | +27.0% | +174.4% | +185.5% |
| 5Y | +568.9% | -13.4% | +582.3% | +553.9% |
| 10Y | +891.8% | +575.2% | +316.6% | +564.5% |
| All | +1,489.0% | +623.9% | +865.0% | +909.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling