+542.7%
PBR vs VEEV
-13.7%
+556.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.4% | -0.8% |
| 7D | +5.4% | -4.6% | +10.0% | +5.4% |
| 30D | +22.9% | +8.6% | +14.2% | +22.8% |
| 3M | +19.6% | +62.4% | -42.8% | +19.2% |
| 6M | +16.5% | +40.3% | -23.8% | +16.4% |
| YTD | +86.7% | +17.5% | +69.1% | +87.0% |
| 1Y | +74.7% | -6.1% | +80.8% | +76.1% |
| 3Y | +102.6% | +16.7% | +85.9% | +102.1% |
| All | +542.7% | -13.7% | +556.4% | +506.8% |
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