-6.1%
VEEV vs BTI
+3.5%
-9.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.1% | +0.6% |
| 7D | -4.6% | -0.2% | -4.4% | -4.6% |
| 30D | +8.6% | -1.1% | +9.7% | +8.4% |
| 3M | +62.4% | -8.8% | +71.2% | +60.3% |
| 6M | +40.3% | -4.0% | +44.2% | +41.1% |
| YTD | +17.5% | +0.4% | +17.2% | +18.7% |
| 1Y | -6.1% | +1.9% | -8.0% | +1.3% |
| All | -6.1% | +3.5% | -9.6% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling