-14.8%
VEEV vs A
-16.2%
+1.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -0.9% |
| 7D | -7.1% | -4.4% | -2.7% | -5.1% |
| 30D | +11.1% | -2.7% | +13.8% | +12.6% |
| 3M | +55.5% | +7.0% | +48.5% | +50.4% |
| 6M | +33.4% | +24.6% | +8.7% | +19.1% |
| YTD | +16.8% | +7.0% | +9.8% | +12.2% |
| 1Y | -7.7% | +15.6% | -23.3% | -15.6% |
| 3Y | +18.4% | +29.9% | -11.5% | -3.7% |
| 5Y | -14.8% | -15.4% | +0.6% | -11.8% |
| All | -14.8% | -16.2% | +1.4% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling