+37.7%
VEEV vs FGI
-68.3%
+106.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.9% | -6.1% | -0.4% |
| 7D | -1.9% | +6.9% | -8.8% | -2.0% |
| 30D | +3.0% | +3.9% | -0.9% | +2.9% |
| 3M | +28.8% | +74.3% | -45.5% | +25.8% |
| 6M | +91.3% | +28.9% | +62.3% | +87.3% |
| YTD | +36.5% | +39.1% | -2.6% | +33.0% |
| 1Y | +1.9% | +49.3% | -47.4% | -1.0% |
| 3Y | +84.6% | +5.7% | +78.9% | +77.3% |
| All | +37.7% | -68.3% | +106.0% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling