+142.5%
XLE vs VEEV
+695.8%
-553.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.6% |
| 7D | +4.4% | -2.5% | +6.9% | +4.7% |
| 30D | -4.3% | +0.3% | -4.5% | -4.3% |
| 3M | +6.0% | +25.2% | -19.2% | +3.2% |
| 6M | +13.2% | +89.7% | -76.5% | +4.8% |
| YTD | +46.7% | +35.5% | +11.3% | +40.6% |
| 1Y | +46.6% | +1.8% | +44.8% | +45.3% |
| 3Y | +69.6% | +83.2% | -13.6% | +54.3% |
| 5Y | +166.5% | -4.8% | +171.3% | +158.2% |
| 10Y | +178.0% | +663.5% | -485.5% | +94.2% |
| All | +142.5% | +695.8% | -553.3% | +61.9% |
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