-4.4%
VEEV vs BB
-17.6%
+13.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.2% |
| 7D | -0.7% | +1.8% | -2.6% | -1.1% |
| 30D | +1.4% | +8.1% | -6.7% | -0.9% |
| 3M | +19.4% | -1.0% | +20.4% | +18.2% |
| 6M | +93.6% | +45.9% | +47.7% | +71.8% |
| YTD | +35.1% | +134.8% | -99.8% | +6.3% |
| 1Y | +3.4% | +104.6% | -101.2% | -16.4% |
| 3Y | +81.4% | +152.8% | -71.5% | +27.5% |
| All | -4.4% | -17.6% | +13.2% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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