+16.7%
VEEV vs EFX
-12.2%
+28.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | 0.0% | +0.3% |
| 7D | -4.6% | -4.5% | -0.1% | -2.8% |
| 30D | +8.6% | -6.1% | +14.7% | +11.3% |
| 3M | +62.4% | +6.2% | +56.2% | +59.0% |
| 6M | +40.3% | -11.2% | +51.5% | +45.7% |
| YTD | +17.5% | -21.4% | +39.0% | +26.4% |
| 1Y | -6.1% | -34.3% | +28.2% | +6.5% |
| 3Y | +16.7% | -12.5% | +29.2% | +21.3% |
| All | +16.7% | -12.2% | +28.9% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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