+85.1%
VEEV vs ALB
-13.3%
+98.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | +0.1% |
| 7D | +0.8% | +5.3% | -4.5% | +0.3% |
| 30D | +3.2% | -6.3% | +9.4% | +3.7% |
| 3M | +30.2% | -27.4% | +57.6% | +33.3% |
| 6M | +83.7% | -53.1% | +136.8% | +95.2% |
| YTD | +36.9% | -32.3% | +69.2% | +38.4% |
| 1Y | +3.3% | -7.3% | +10.6% | +0.5% |
| 3Y | +85.1% | -14.9% | +100.0% | +71.0% |
| All | +85.1% | -13.3% | +98.4% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 3y: compounded portfolio wealth divided by compounded ALB 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…
3y analysis · Full analysis span regression · 6 months rolling