+640.3%
VEEV vs AR
-31.3%
+671.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.2% |
| 7D | -0.6% | +2.5% | -3.1% | -0.7% |
| 30D | +28.8% | +14.8% | +14.0% | +27.7% |
| 3M | +54.0% | +6.2% | +47.8% | +53.3% |
| 6M | +46.0% | +4.3% | +41.7% | +45.3% |
| YTD | +23.2% | +14.4% | +8.9% | +21.9% |
| 1Y | +1.9% | +21.3% | -19.5% | +0.2% |
| 3Y | +27.0% | +39.8% | -12.8% | +22.7% |
| 5Y | -13.4% | +142.1% | -155.5% | -19.5% |
| 10Y | +575.2% | +52.0% | +523.2% | +595.9% |
| All | +640.3% | -31.3% | +671.6% | +681.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling