+73.5%
XYZ vs VEEV
+71.8%
+1.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +3.2% |
| 7D | +14.9% | -0.2% | +15.1% | +15.1% |
| 30D | +14.7% | +3.5% | +11.2% | +13.0% |
| 3M | +12.1% | +32.9% | -20.8% | -2.1% |
| 6M | +18.3% | +84.2% | -65.9% | -12.3% |
| YTD | +36.1% | +37.3% | -1.2% | +15.5% |
| 1Y | +35.3% | +3.9% | +31.4% | +29.9% |
| 3Y | +73.5% | +83.9% | -10.4% | +14.6% |
| All | +73.5% | +71.8% | +1.7% | +14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling