+225.7%
XLE vs VEEV
-14.3%
+240.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.7% | +4.8% | +1.3% |
| 7D | 0.0% | -5.2% | +5.2% | +0.3% |
| 30D | +12.6% | +14.9% | -2.3% | +11.5% |
| 3M | +11.8% | +58.4% | -46.5% | +8.3% |
| 6M | +16.1% | +35.5% | -19.4% | +13.5% |
| YTD | +46.9% | +18.6% | +28.2% | +44.9% |
| 1Y | +53.3% | -6.3% | +59.6% | +54.2% |
| 3Y | +54.9% | +20.2% | +34.7% | +51.0% |
| 5Y | +225.7% | -13.8% | +239.5% | +218.6% |
| All | +225.7% | -14.3% | +240.0% | +218.6% |
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