+782.8%
PH vs VEEV
+552.6%
+230.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -3.1% | -8.2% | +5.1% | -1.5% |
| 30D | -11.8% | +10.3% | -22.1% | -14.0% |
| 3M | +6.9% | +59.4% | -52.4% | -4.1% |
| 6M | -1.3% | +37.6% | -38.9% | -9.2% |
| YTD | +7.0% | +16.9% | -10.0% | +1.8% |
| 1Y | +23.1% | -5.0% | +28.1% | +22.7% |
| 3Y | +135.4% | +18.5% | +116.9% | +117.3% |
| 5Y | +250.3% | -13.8% | +264.2% | +237.7% |
| All | +782.8% | +552.6% | +230.2% | +383.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling