+717.4%
VEEV vs FE
+117.4%
+600.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.6% | -2.0% |
| 7D | -2.9% | 0.0% | -2.9% | -2.9% |
| 30D | +7.5% | +5.2% | +2.3% | +6.2% |
| 3M | +39.5% | 0.0% | +39.5% | +39.3% |
| 6M | +81.5% | +5.0% | +76.5% | +79.1% |
| YTD | +36.1% | +7.9% | +28.2% | +32.9% |
| 1Y | +4.3% | +6.3% | -2.0% | +2.1% |
| 3Y | +54.8% | +46.0% | +8.8% | +38.7% |
| 5Y | -4.7% | +45.6% | -50.4% | -15.4% |
| 10Y | +709.1% | +109.3% | +599.8% | +570.5% |
| All | +717.4% | +117.4% | +600.0% | +644.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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