-68.6%
XYZ vs VEEV
-14.3%
-54.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.7% | +0.5% | -0.5% |
| 7D | +2.9% | -5.2% | +8.0% | +6.8% |
| 30D | +1.4% | +14.9% | -13.5% | -9.6% |
| 3M | +14.6% | +58.4% | -43.8% | -20.6% |
| 6M | +20.8% | +35.5% | -14.7% | -7.2% |
| YTD | +23.1% | +18.6% | +4.4% | +4.8% |
| 1Y | +5.6% | -6.3% | +12.0% | +6.9% |
| 3Y | +50.9% | +20.2% | +30.7% | +13.4% |
| 5Y | -68.6% | -13.8% | -54.8% | -65.1% |
| All | -68.6% | -14.3% | -54.3% | -65.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling