+81.9%
VEEV vs FGI
+12.3%
+69.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.2% | -7.0% | -0.9% |
| 7D | -2.5% | +13.5% | -16.0% | -2.6% |
| 30D | +0.3% | +17.1% | -16.8% | 0.0% |
| 3M | +25.2% | +78.0% | -52.8% | +23.2% |
| 6M | +89.7% | +46.4% | +43.3% | +86.7% |
| YTD | +35.5% | +47.7% | -12.2% | +33.6% |
| 1Y | +1.8% | +56.8% | -55.0% | +0.5% |
| All | +81.9% | +12.3% | +69.6% | +81.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling