+25.7%
VEEV vs BTSG
+389.4%
-363.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | +0.4% |
| 7D | -4.6% | -3.3% | -1.3% | -4.3% |
| 30D | +8.6% | -1.6% | +10.2% | +8.7% |
| 3M | +62.4% | -6.9% | +69.3% | +62.1% |
| 6M | +40.3% | +42.1% | -1.8% | +31.1% |
| YTD | +17.5% | +56.8% | -39.3% | +8.4% |
| 1Y | -6.1% | +109.8% | -115.9% | -17.0% |
| All | +25.7% | +389.4% | -363.7% | -4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling