+539.7%
VEEV vs A
+247.2%
+292.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.7% |
| 7D | -8.2% | -4.6% | -3.7% | -5.8% |
| 30D | +10.3% | -4.3% | +14.6% | +13.0% |
| 3M | +59.4% | +8.9% | +50.4% | +51.5% |
| 6M | +37.6% | +24.5% | +13.1% | +20.1% |
| YTD | +16.9% | +5.8% | +11.1% | +11.6% |
| 1Y | -5.0% | +16.2% | -21.2% | -15.0% |
| 3Y | +18.5% | +28.5% | -10.0% | -5.5% |
| 5Y | -13.8% | -16.3% | +2.5% | -11.0% |
| All | +539.7% | +247.2% | +292.5% | +165.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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