-13.8%
VEEV vs BTI
+116.2%
-130.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | 0.0% |
| 7D | -8.2% | -2.0% | -6.2% | -8.0% |
| 30D | +10.3% | -3.4% | +13.7% | +10.6% |
| 3M | +59.4% | -9.0% | +68.4% | +60.8% |
| 6M | +37.6% | -5.0% | +42.6% | +38.0% |
| YTD | +16.9% | -0.3% | +17.2% | +16.1% |
| 1Y | -5.0% | +3.1% | -8.1% | -6.3% |
| 3Y | +18.5% | +111.0% | -92.5% | +1.6% |
| 5Y | -13.8% | +117.0% | -130.8% | -25.6% |
| All | -13.8% | +116.2% | -130.0% | -25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling