+5.8%
VEEV vs BURL
-4.6%
+10.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +7.7% | -5.3% | +2.5% |
| 7D | -2.3% | +10.4% | -12.7% | -2.2% |
| 30D | +9.6% | -4.9% | +14.5% | +9.5% |
| 3M | +46.6% | -29.8% | +76.4% | +48.2% |
| 6M | +82.5% | -16.5% | +98.9% | +81.3% |
| YTD | +39.2% | -10.5% | +49.7% | +38.5% |
| 1Y | +5.8% | -5.3% | +11.2% | +5.8% |
| All | +5.8% | -4.6% | +10.4% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 1y: compounded portfolio wealth divided by compounded BURL 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…
1y analysis · Full analysis span regression · 6 months rolling