+81.9%
VEEV vs FDS
-23.5%
+105.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.2% | -0.4% |
| 7D | -2.5% | -2.6% | +0.1% | -1.4% |
| 30D | +0.3% | +14.1% | -13.8% | -5.6% |
| 3M | +25.2% | +19.8% | +5.4% | +15.4% |
| 6M | +89.7% | +55.0% | +34.7% | +57.6% |
| YTD | +35.5% | +15.9% | +19.6% | +22.5% |
| 1Y | +1.8% | +24.2% | -22.4% | -10.0% |
| All | +81.9% | -23.5% | +105.4% | +86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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