+640.3%
VEEV vs BWA
+79.0%
+561.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.8% | -6.0% | -3.9% |
| 7D | -0.6% | +5.7% | -6.2% | -1.9% |
| 30D | +28.8% | +1.4% | +27.4% | +28.2% |
| 3M | +54.0% | -12.1% | +66.1% | +57.7% |
| 6M | +46.0% | +28.6% | +17.4% | +34.8% |
| YTD | +23.2% | +51.1% | -27.9% | +7.1% |
| 1Y | +1.9% | +55.9% | -54.0% | -12.6% |
| 3Y | +27.0% | +70.1% | -43.1% | +3.9% |
| 5Y | -13.4% | +90.7% | -104.1% | -33.0% |
| 10Y | +575.2% | +154.0% | +421.3% | +321.9% |
| All | +640.3% | +79.0% | +561.3% | +396.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling