+24.3%
XLP vs VEEV
+6.7%
+17.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.4% | +0.9% | +3.4% |
| 7D | +5.9% | -2.3% | +8.1% | +5.8% |
| 30D | +13.5% | +9.6% | +3.9% | +13.5% |
| 3M | +8.4% | +46.6% | -38.2% | +8.8% |
| 6M | +11.5% | +82.5% | -70.9% | +12.6% |
| YTD | +20.6% | +39.2% | -18.5% | +19.9% |
| 1Y | +24.3% | +5.8% | +18.5% | +25.0% |
| All | +24.3% | +6.7% | +17.6% | +25.0% |
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