+158.1%
XLE vs VEEV
-3.6%
+161.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -6.7% | +0.8% | -7.5% | -6.8% |
| 30D | -4.4% | +3.2% | -7.6% | -4.6% |
| 3M | +4.0% | +30.2% | -26.2% | +2.1% |
| 6M | +13.2% | +83.7% | -70.5% | +8.4% |
| YTD | +41.9% | +36.9% | +5.0% | +38.7% |
| 1Y | +41.6% | +3.3% | +38.3% | +41.9% |
| 3Y | +64.0% | +85.1% | -21.1% | +54.4% |
| 5Y | +158.1% | -2.6% | +160.7% | +155.5% |
| All | +158.1% | -3.6% | +161.7% | +155.5% |
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