+54.9%
XLE vs VEEV
+18.9%
+36.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.7% | +4.8% | +1.2% |
| 7D | 0.0% | -5.2% | +5.2% | +0.2% |
| 30D | +12.6% | +14.9% | -2.3% | +12.0% |
| 3M | +11.8% | +58.4% | -46.5% | +9.7% |
| 6M | +16.1% | +35.5% | -19.4% | +14.7% |
| YTD | +46.9% | +18.6% | +28.2% | +46.2% |
| 1Y | +53.3% | -6.3% | +59.6% | +55.5% |
| 3Y | +54.9% | +20.2% | +34.7% | +49.3% |
| All | +54.9% | +18.9% | +36.0% | +49.3% |
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