-13.8%
VEEV vs BB
-29.9%
+16.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.7% |
| 7D | -8.2% | -2.1% | -6.2% | -7.8% |
| 30D | +10.3% | -16.0% | +26.3% | +14.4% |
| 3M | +59.4% | -14.5% | +73.9% | +61.9% |
| 6M | +37.6% | +118.6% | -81.0% | +10.9% |
| YTD | +16.9% | +98.9% | -82.0% | -3.6% |
| 1Y | -5.0% | +99.5% | -104.4% | -22.4% |
| 3Y | +18.5% | +65.4% | -46.9% | -5.6% |
| 5Y | -13.8% | -27.6% | +13.8% | -14.4% |
| All | -13.8% | -29.9% | +16.0% | -14.4% |
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