-12.2%
VEEV vs BR
+8.0%
-20.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.7% |
| 7D | -4.6% | -3.0% | -1.6% | -2.7% |
| 30D | +8.6% | -0.3% | +8.9% | +9.0% |
| 3M | +62.4% | +17.3% | +45.1% | +46.5% |
| 6M | +40.3% | -6.7% | +47.0% | +45.8% |
| YTD | +17.5% | -23.4% | +41.0% | +37.1% |
| 1Y | -6.1% | -32.7% | +26.6% | +18.3% |
| 3Y | +16.7% | -5.9% | +22.6% | +14.8% |
| All | -12.2% | +8.0% | -20.3% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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