+32.5%
XLB vs VEEV
+18.2%
+14.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.5% | -0.9% |
| 7D | -2.9% | -7.1% | +4.1% | -2.3% |
| 30D | -3.4% | +11.1% | -14.5% | -4.5% |
| 3M | +1.6% | +55.5% | -53.9% | -3.1% |
| 6M | +3.6% | +33.4% | -29.7% | +0.6% |
| YTD | +14.2% | +16.8% | -2.6% | +12.8% |
| 1Y | +15.6% | -7.7% | +23.3% | +18.2% |
| All | +32.5% | +18.2% | +14.3% | +28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling