-13.8%
VEEV vs AR
+140.6%
-154.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.9% | -3.6% |
| 7D | -5.2% | -1.8% | -3.3% | -5.0% |
| 30D | +14.9% | +12.6% | +2.3% | +13.4% |
| 3M | +58.4% | +10.0% | +48.3% | +56.5% |
| 6M | +35.5% | +0.6% | +34.8% | +35.0% |
| YTD | +18.6% | +13.4% | +5.2% | +16.5% |
| 1Y | -6.3% | +21.7% | -28.1% | -9.0% |
| 3Y | +20.2% | +45.8% | -25.6% | +12.0% |
| 5Y | -13.8% | +144.3% | -158.1% | -23.0% |
| All | -13.8% | +140.6% | -154.4% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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