+640.3%
VEEV vs BUD
+8.3%
+632.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.4% | -3.3% |
| 7D | -0.6% | +0.3% | -0.9% | -0.7% |
| 30D | +28.8% | -5.7% | +34.5% | +30.7% |
| 3M | +54.0% | +3.1% | +50.9% | +52.7% |
| 6M | +46.0% | +7.9% | +38.1% | +42.3% |
| YTD | +23.2% | +27.3% | -4.1% | +14.4% |
| 1Y | +1.9% | +37.8% | -35.9% | -7.7% |
| 3Y | +27.0% | +49.8% | -22.8% | +10.8% |
| 5Y | -13.4% | +43.8% | -57.2% | -24.5% |
| 10Y | +575.2% | -22.6% | +597.9% | +609.5% |
| All | +640.3% | +8.3% | +632.0% | +510.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling