+612.7%
VEEV vs BTI
+135.6%
+477.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.4% | -3.6% |
| 7D | -5.2% | -1.4% | -3.8% | -4.8% |
| 30D | +14.9% | -7.0% | +22.0% | +16.8% |
| 3M | +58.4% | -6.3% | +64.7% | +60.6% |
| 6M | +35.5% | -2.0% | +37.4% | +35.2% |
| YTD | +18.6% | +0.2% | +18.4% | +17.2% |
| 1Y | -6.3% | +3.8% | -10.1% | -8.5% |
| 3Y | +20.2% | +112.1% | -91.9% | -5.1% |
| 5Y | -13.8% | +113.6% | -127.4% | -33.0% |
| 10Y | +542.0% | +69.6% | +472.4% | +400.9% |
| All | +612.7% | +135.6% | +477.1% | +335.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling