+19.9%
XBI vs VEEV
-13.7%
+33.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | -4.6% | -4.6% | 0.0% | -3.2% |
| 30D | -2.0% | +8.6% | -10.7% | -5.3% |
| 3M | +17.8% | +62.4% | -44.6% | -1.6% |
| 6M | +23.7% | +40.3% | -16.5% | +8.0% |
| YTD | +28.2% | +17.5% | +10.7% | +18.9% |
| 1Y | +64.0% | -6.1% | +70.1% | +65.0% |
| 3Y | +99.4% | +16.7% | +82.7% | +76.9% |
| All | +19.9% | -13.7% | +33.7% | +14.6% |
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