+17.2%
XLI vs VEEV
+2.5%
+14.7%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.3% | +3.7% | +0.3% |
| 7D | -1.1% | -0.6% | -0.5% | -1.1% |
| 30D | -5.9% | +28.8% | -34.8% | -5.1% |
| 3M | -0.3% | +54.0% | -54.3% | +1.3% |
| 6M | +0.1% | +46.0% | -45.8% | +2.8% |
| YTD | +13.6% | +23.2% | -9.6% | +18.0% |
| 1Y | +17.2% | +1.9% | +15.3% | +24.0% |
| All | +17.2% | +2.5% | +14.7% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling