+64.0%
XBI vs VEEV
-5.2%
+69.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.4% |
| 7D | -4.6% | -4.6% | 0.0% | -4.4% |
| 30D | -2.0% | +8.6% | -10.7% | -2.4% |
| 3M | +17.8% | +62.4% | -44.6% | +14.7% |
| 6M | +23.7% | +40.3% | -16.5% | +22.4% |
| YTD | +28.2% | +17.5% | +10.7% | +28.6% |
| 1Y | +64.0% | -6.1% | +70.1% | +67.0% |
| All | +64.0% | -5.2% | +69.2% | +67.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling