+293.0%
XBI vs VEEV
+586.8%
-293.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -4.6% | -8.2% | +3.6% | -1.6% |
| 30D | -0.8% | +10.3% | -11.1% | -4.9% |
| 3M | +21.8% | +59.4% | -37.5% | +1.1% |
| 6M | +23.2% | +37.6% | -14.4% | +6.8% |
| YTD | +28.7% | +16.9% | +11.8% | +17.9% |
| 1Y | +67.8% | -5.0% | +72.7% | +65.2% |
| 3Y | +100.6% | +18.5% | +82.2% | +75.6% |
| 5Y | +19.8% | -13.8% | +33.6% | +14.1% |
| 10Y | +159.7% | +547.0% | -387.2% | +14.8% |
| All | +293.0% | +586.8% | -293.7% | +50.8% |
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