+1.9%
VEEV vs ESI
+44.5%
-42.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.9% | -6.2% | -3.2% |
| 7D | -0.6% | +3.3% | -3.9% | -0.5% |
| 30D | +28.8% | -5.9% | +34.7% | +28.5% |
| 3M | +54.0% | -14.1% | +68.1% | +52.2% |
| 6M | +46.0% | +6.6% | +39.4% | +39.2% |
| YTD | +23.2% | +45.0% | -21.8% | +11.2% |
| 1Y | +1.9% | +41.5% | -39.6% | -4.9% |
| All | +1.9% | +44.5% | -42.7% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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