+612.7%
VEEV vs ETR
+466.7%
+146.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.2% | -4.9% | -4.0% |
| 7D | -5.2% | +1.4% | -6.6% | -5.4% |
| 30D | +14.9% | +1.9% | +13.0% | +14.4% |
| 3M | +58.4% | +1.0% | +57.4% | +57.8% |
| 6M | +35.5% | +4.8% | +30.6% | +33.1% |
| YTD | +18.6% | +19.5% | -0.9% | +12.8% |
| 1Y | -6.3% | +28.1% | -34.4% | -12.5% |
| 3Y | +20.2% | +151.1% | -130.9% | -7.5% |
| 5Y | -13.8% | +125.2% | -139.0% | -32.4% |
| 10Y | +542.0% | +291.1% | +250.9% | +326.3% |
| All | +612.7% | +466.7% | +146.0% | +343.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling