+20.2%
VEEV vs FDS
-30.4%
+50.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.3% | +0.6% | -1.8% |
| 7D | -5.2% | -5.4% | +0.2% | -2.8% |
| 30D | +14.9% | +1.6% | +13.3% | +14.4% |
| 3M | +58.4% | +17.7% | +40.6% | +47.7% |
| 6M | +35.5% | +29.1% | +6.4% | +22.2% |
| YTD | +18.6% | +1.0% | +17.7% | +14.6% |
| 1Y | -6.3% | -21.6% | +15.3% | -1.8% |
| 3Y | +20.2% | -30.1% | +50.3% | +29.1% |
| All | +20.2% | -30.4% | +50.6% | +29.1% |
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