-13.8%
VEEV vs EFX
-37.1%
+23.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -8.2% | -11.1% | +2.9% | -2.9% |
| 30D | +10.3% | -7.4% | +17.7% | +14.3% |
| 3M | +59.4% | +1.5% | +57.9% | +58.1% |
| 6M | +37.6% | -13.7% | +51.3% | +46.6% |
| YTD | +16.9% | -21.9% | +38.8% | +29.4% |
| 1Y | -5.0% | -30.8% | +25.8% | +10.3% |
| 3Y | +18.5% | -12.4% | +30.8% | +15.0% |
| 5Y | -13.8% | -35.9% | +22.1% | -4.9% |
| All | -13.8% | -37.1% | +23.3% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling