-7.7%
VEEV vs D
+17.3%
-25.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -2.0% |
| 7D | -7.1% | -0.4% | -6.7% | -7.2% |
| 30D | +11.1% | -2.1% | +13.2% | +10.5% |
| 3M | +55.5% | -0.7% | +56.3% | +55.4% |
| 6M | +33.4% | +5.6% | +27.8% | +35.2% |
| YTD | +16.8% | +14.6% | +2.3% | +23.4% |
| 1Y | -7.7% | +15.3% | -23.1% | -2.9% |
| All | -7.7% | +17.3% | -25.0% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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