+251.1%
PH vs VEEV
-15.0%
+266.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.9% | -0.4% |
| 7D | 0.0% | -7.1% | +7.1% | +1.2% |
| 30D | -10.3% | +11.1% | -21.4% | -12.2% |
| 3M | +5.1% | +55.5% | -50.5% | -3.4% |
| 6M | +2.3% | +33.4% | -31.1% | -3.5% |
| YTD | +8.7% | +16.8% | -8.1% | +5.2% |
| 1Y | +26.8% | -7.7% | +34.5% | +29.1% |
| 3Y | +139.2% | +18.4% | +120.8% | +124.4% |
| 5Y | +251.1% | -14.8% | +265.9% | +238.6% |
| All | +251.1% | -15.0% | +266.1% | +238.6% |
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