-4.4%
VEEV vs BUD
+51.6%
-56.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.6% |
| 7D | -0.7% | +1.0% | -1.7% | -1.0% |
| 30D | +1.4% | +6.7% | -5.3% | -0.5% |
| 3M | +19.4% | +5.7% | +13.6% | +17.4% |
| 6M | +93.6% | +5.8% | +87.8% | +89.8% |
| YTD | +35.1% | +34.4% | +0.7% | +21.5% |
| 1Y | +3.4% | +33.3% | -29.9% | -6.9% |
| 3Y | +81.4% | +48.8% | +32.6% | +53.0% |
| All | -4.4% | +51.6% | -56.1% | -25.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling