+124.3%
TDG vs VEEV
-13.7%
+138.0%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.6% | +1.1% |
| 7D | -1.9% | -4.6% | +2.7% | -1.0% |
| 30D | -7.7% | +8.6% | -16.4% | -9.5% |
| 3M | -9.3% | +62.4% | -71.8% | -18.4% |
| 6M | -9.4% | +40.3% | -49.6% | -16.3% |
| YTD | -14.3% | +17.5% | -31.8% | -17.9% |
| 1Y | -11.8% | -6.1% | -5.7% | -11.6% |
| 3Y | +52.0% | +16.7% | +35.3% | +42.1% |
| All | +124.3% | -13.7% | +138.0% | +110.2% |
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