+75.6%
PFE vs VEEV
+623.9%
-548.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.0% | -0.9% |
| 7D | +1.8% | -0.6% | +2.3% | +1.8% |
| 30D | +10.2% | +28.8% | -18.6% | +7.4% |
| 3M | +12.7% | +54.0% | -41.3% | +7.8% |
| 6M | +10.5% | +46.0% | -35.4% | +6.1% |
| YTD | +20.2% | +23.2% | -3.1% | +17.0% |
| 1Y | +24.1% | +1.9% | +22.2% | +22.9% |
| 3Y | -3.6% | +27.0% | -30.6% | -7.3% |
| 5Y | -20.9% | -13.4% | -7.5% | -22.2% |
| 10Y | +35.8% | +575.2% | -539.4% | +4.9% |
| All | +75.6% | +623.9% | -548.3% | +32.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling