-4.4%
VEEV vs BWA
+27.4%
-31.9%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -0.7% | +4.3% | -5.0% | -1.4% |
| 30D | +1.4% | -13.0% | +14.4% | +3.7% |
| 3M | +19.4% | -24.8% | +44.2% | +24.9% |
| 6M | +93.6% | -23.5% | +117.1% | +100.4% |
| YTD | +35.1% | +13.8% | +21.2% | +23.2% |
| 1Y | +3.4% | +13.4% | -10.1% | -5.8% |
| 3Y | +81.4% | +62.8% | +18.6% | +42.2% |
| All | -4.4% | +27.4% | -31.9% | -29.1% |
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