-21.5%
VEEV vs BTDR
+23.3%
-44.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.2% | -1.4% |
| 7D | -7.1% | +14.8% | -21.9% | -7.6% |
| 30D | +11.1% | +41.8% | -30.7% | +9.7% |
| 3M | +55.5% | -29.2% | +84.7% | +56.8% |
| 6M | +33.4% | +66.2% | -32.8% | +29.0% |
| YTD | +16.8% | +10.0% | +6.8% | +14.6% |
| 1Y | -7.7% | -11.0% | +3.2% | -9.5% |
| 3Y | +18.4% | +6.9% | +11.4% | +7.6% |
| 5Y | -14.8% | +24.7% | -39.5% | -25.9% |
| All | -21.5% | +23.3% | -44.8% | -31.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling