+81.4%
VEEV vs BUD
+49.6%
+31.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.4% |
| 7D | -0.7% | +1.0% | -1.7% | -0.8% |
| 30D | +1.4% | +6.7% | -5.3% | +0.7% |
| 3M | +19.4% | +5.7% | +13.6% | +18.6% |
| 6M | +93.6% | +5.8% | +87.8% | +92.1% |
| YTD | +35.1% | +34.4% | +0.7% | +29.0% |
| 1Y | +3.4% | +33.3% | -29.9% | -1.0% |
| 3Y | +81.4% | +48.8% | +32.6% | +57.2% |
| All | +81.4% | +49.6% | +31.8% | +57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling