-5.2%
VEEV vs ACWI
+54.8%
-60.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.0% |
| 7D | -2.9% | -2.4% | -0.6% | -0.7% |
| 30D | +7.5% | -5.2% | +12.7% | +13.3% |
| 3M | +39.5% | -4.8% | +44.3% | +46.3% |
| 6M | +81.5% | -1.3% | +82.8% | +82.1% |
| YTD | +36.1% | +8.4% | +27.7% | +22.5% |
| 1Y | +4.3% | +11.0% | -6.7% | -8.8% |
| 3Y | +54.8% | +70.6% | -15.7% | -22.1% |
| All | -5.2% | +54.8% | -60.0% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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