+25.0%
VEEV vs BTSG
+382.3%
-357.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.6% | +6.7% | +0.8% |
| 7D | -8.2% | -5.8% | -2.4% | -7.7% |
| 30D | +10.3% | 0.0% | +10.3% | +10.2% |
| 3M | +59.4% | -4.5% | +63.8% | +58.4% |
| 6M | +37.6% | +40.0% | -2.4% | +28.8% |
| YTD | +16.9% | +54.6% | -37.6% | +7.9% |
| 1Y | -5.0% | +106.1% | -111.1% | -15.9% |
| All | +25.0% | +382.3% | -357.3% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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