+539.7%
VEEV vs BUD
-22.8%
+562.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -8.2% | -3.2% | -5.0% | -7.5% |
| 30D | +10.3% | -3.7% | +14.0% | +11.3% |
| 3M | +59.4% | -4.4% | +63.8% | +60.9% |
| 6M | +37.6% | +7.7% | +29.9% | +34.6% |
| YTD | +16.9% | +23.1% | -6.1% | +10.2% |
| 1Y | -5.0% | +33.6% | -38.6% | -12.4% |
| 3Y | +18.5% | +44.7% | -26.2% | +5.6% |
| 5Y | -13.8% | +44.9% | -58.8% | -23.9% |
| All | +539.7% | -22.8% | +562.5% | +546.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling