-13.9%
VEEV vs ETR
+126.1%
-139.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.3% | -1.5% |
| 7D | -7.1% | +0.4% | -7.5% | -7.1% |
| 30D | +11.1% | +2.0% | +9.1% | +11.1% |
| 3M | +55.5% | -1.7% | +57.2% | +55.5% |
| 6M | +33.4% | +3.6% | +29.8% | +32.7% |
| YTD | +16.8% | +18.0% | -1.2% | +15.0% |
| 1Y | -7.7% | +26.2% | -34.0% | -9.8% |
| 3Y | +18.4% | +148.0% | -129.6% | +6.6% |
| All | -13.9% | +126.1% | -139.9% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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