+81.4%
VEEV vs BEN
+86.4%
-5.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -0.7% | +6.8% | -7.5% | -2.0% |
| 30D | +1.4% | +18.0% | -16.6% | -2.0% |
| 3M | +19.4% | +7.5% | +11.9% | +17.3% |
| 6M | +93.6% | +14.7% | +78.9% | +87.1% |
| YTD | +35.1% | +56.1% | -21.0% | +21.1% |
| 1Y | +3.4% | +69.6% | -66.2% | -9.0% |
| 3Y | +81.4% | +87.7% | -6.3% | +46.7% |
| All | +81.4% | +86.4% | -5.0% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling