-5.2%
VEEV vs AR
+71.8%
-77.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.2% | -2.0% |
| 7D | -2.9% | -14.3% | +11.3% | -1.3% |
| 30D | +7.5% | +1.4% | +6.1% | +7.2% |
| 3M | +39.5% | +3.4% | +36.1% | +38.6% |
| 6M | +81.5% | -2.1% | +83.6% | +81.3% |
| YTD | +36.1% | +4.7% | +31.4% | +34.4% |
| 1Y | +4.3% | +10.6% | -6.3% | +2.3% |
| 3Y | +54.8% | +24.6% | +30.3% | +46.1% |
| All | -5.2% | +71.8% | -77.0% | -18.1% |
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