-14.8%
VEEV vs BWA
+89.5%
-104.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.3% |
| 7D | -7.1% | +0.1% | -7.2% | -7.1% |
| 30D | +11.1% | -5.6% | +16.7% | +12.1% |
| 3M | +55.5% | -10.7% | +66.2% | +58.2% |
| 6M | +33.4% | +23.2% | +10.2% | +25.6% |
| YTD | +16.8% | +46.0% | -29.2% | +2.9% |
| 1Y | -7.7% | +51.2% | -58.9% | -19.9% |
| 3Y | +18.4% | +69.6% | -51.2% | -3.3% |
| 5Y | -14.8% | +86.6% | -101.4% | -37.4% |
| All | -14.8% | +89.5% | -104.3% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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