+16.7%
VEEV vs BTDR
+4.4%
+12.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | +0.4% |
| 7D | -4.6% | -3.4% | -1.2% | -4.5% |
| 30D | +8.6% | +32.6% | -23.9% | +7.4% |
| 3M | +62.4% | -32.2% | +94.7% | +64.3% |
| 6M | +40.3% | +52.4% | -12.1% | +35.7% |
| YTD | +17.5% | +6.7% | +10.9% | +15.1% |
| 1Y | -6.1% | -15.2% | +9.1% | -8.0% |
| 3Y | +16.7% | +14.9% | +1.8% | -0.7% |
| All | +16.7% | +4.4% | +12.3% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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