+158.8%
PGR vs VEEV
-13.7%
+172.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.1% | +0.6% |
| 7D | -0.6% | -4.6% | +4.0% | -0.3% |
| 30D | +4.9% | +8.6% | -3.7% | +4.4% |
| 3M | +7.6% | +62.4% | -54.8% | +4.6% |
| 6M | +8.3% | +40.3% | -32.0% | +5.7% |
| YTD | +1.7% | +17.5% | -15.8% | +0.1% |
| 1Y | -6.8% | -6.1% | -0.7% | -7.4% |
| 3Y | +73.4% | +16.7% | +56.8% | +70.5% |
| All | +158.8% | -13.7% | +172.5% | +153.8% |
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