+5.3%
VEEV vs AUR
-35.7%
+41.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.0% | +0.3% |
| 7D | -4.6% | +1.4% | -6.0% | -4.8% |
| 30D | +8.6% | -6.4% | +15.1% | +9.2% |
| 3M | +62.4% | +7.7% | +54.7% | +59.7% |
| 6M | +40.3% | +44.5% | -4.2% | +31.5% |
| YTD | +17.5% | +67.4% | -49.9% | +7.9% |
| 1Y | -6.1% | +15.4% | -21.5% | -10.2% |
| 3Y | +16.7% | +94.8% | -78.2% | -8.0% |
| 5Y | -13.3% | -35.1% | +21.8% | -26.3% |
| All | +5.3% | -35.7% | +41.0% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 10y: compounded portfolio wealth divided by compounded AUR 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…
10y analysis · Full analysis span regression · 6 months rolling