+46.0%
XOM vs VEEV
+2.5%
+43.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.3% | +1.6% | -1.9% |
| 7D | +1.8% | -0.6% | +2.3% | +1.7% |
| 30D | +5.9% | +28.8% | -23.0% | +7.6% |
| 3M | +5.6% | +54.0% | -48.5% | +8.7% |
| 6M | +7.9% | +46.0% | -38.1% | +10.1% |
| YTD | +35.2% | +23.2% | +11.9% | +35.3% |
| 1Y | +46.0% | +1.9% | +44.1% | +49.6% |
| All | +46.0% | +2.5% | +43.5% | +49.6% |
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 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