+20.2%
VEEV vs ED
+35.1%
-14.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -3.7% |
| 7D | -5.2% | +0.5% | -5.7% | -5.1% |
| 30D | +14.9% | +1.1% | +13.8% | +15.0% |
| 3M | +58.4% | +4.6% | +53.7% | +59.1% |
| 6M | +35.5% | -2.0% | +37.4% | +35.7% |
| YTD | +18.6% | +11.7% | +6.9% | +18.5% |
| 1Y | -6.3% | +15.7% | -22.1% | -6.6% |
| 3Y | +20.2% | +34.4% | -14.1% | +17.0% |
| All | +20.2% | +35.1% | -14.9% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 3y: compounded portfolio wealth divided by compounded ED 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…
3y analysis · Full analysis span regression · 6 months rolling