-14.8%
VEEV vs BAH
-3.7%
-11.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.7% | -1.6% |
| 7D | -7.1% | -1.3% | -5.8% | -6.7% |
| 30D | +11.1% | -6.6% | +17.7% | +13.3% |
| 3M | +55.5% | -7.2% | +62.7% | +58.0% |
| 6M | +33.4% | -10.0% | +43.3% | +36.4% |
| YTD | +16.8% | -12.5% | +29.3% | +19.8% |
| 1Y | -7.7% | -27.9% | +20.2% | -1.6% |
| 3Y | +18.4% | -31.4% | +49.8% | +22.8% |
| 5Y | -14.8% | -3.2% | -11.6% | -23.5% |
| All | -14.8% | -3.7% | -11.1% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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