+612.7%
VEEV vs BEN
+15.2%
+597.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.6% |
| 7D | -5.2% | +4.7% | -9.8% | -6.7% |
| 30D | +14.9% | +2.6% | +12.3% | +13.8% |
| 3M | +58.4% | +11.5% | +46.9% | +51.9% |
| 6M | +35.5% | +35.3% | +0.2% | +20.8% |
| YTD | +18.6% | +48.6% | -30.0% | +2.3% |
| 1Y | -6.3% | +46.7% | -53.0% | -19.1% |
| 3Y | +20.2% | +57.0% | -36.8% | -1.5% |
| 5Y | -13.8% | +41.8% | -55.6% | -28.1% |
| 10Y | +542.0% | +55.2% | +486.8% | +371.1% |
| All | +612.7% | +15.2% | +597.5% | +437.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling