-13.8%
VEEV vs BBWI
-69.5%
+55.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.5% | +0.3% |
| 7D | -8.2% | -8.0% | -0.2% | -6.9% |
| 30D | +10.3% | -6.6% | +16.9% | +11.3% |
| 3M | +59.4% | -2.7% | +62.1% | +59.2% |
| 6M | +37.6% | -12.8% | +50.4% | +38.9% |
| YTD | +16.9% | -10.5% | +27.4% | +17.1% |
| 1Y | -5.0% | -35.3% | +30.4% | +0.4% |
| 3Y | +18.5% | -47.7% | +66.2% | +23.5% |
| 5Y | -13.8% | -68.9% | +55.1% | +8.6% |
| All | -13.8% | -69.5% | +55.7% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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