+602.3%
VEEV vs BDX
+179.5%
+422.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +1.9% | +0.9% |
| 7D | -8.2% | -5.4% | -2.8% | -5.9% |
| 30D | +10.3% | -2.2% | +12.5% | +11.3% |
| 3M | +59.4% | +20.1% | +39.3% | +46.6% |
| 6M | +37.6% | +9.1% | +28.5% | +31.8% |
| YTD | +16.9% | +17.9% | -1.0% | +7.4% |
| 1Y | -5.0% | +22.1% | -27.0% | -14.5% |
| 3Y | +18.5% | -10.5% | +29.0% | +21.5% |
| 5Y | -13.8% | -2.6% | -11.2% | -17.0% |
| 10Y | +547.0% | +57.5% | +489.5% | +352.0% |
| All | +602.3% | +179.5% | +422.8% | +290.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 all: compounded portfolio wealth divided by compounded BDX 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…
all analysis · Full analysis span regression · 6 months rolling