+25.1%
VEEV vs FGI
-4.4%
+29.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +7.5% | -10.8% | -3.4% |
| 7D | -0.6% | +0.5% | -1.1% | -0.6% |
| 30D | +28.8% | +65.4% | -36.6% | +27.1% |
| 3M | +54.0% | +23.5% | +30.5% | +52.1% |
| 6M | +46.0% | +60.5% | -14.6% | +44.2% |
| YTD | +23.2% | +30.0% | -6.8% | +21.9% |
| 1Y | +1.9% | +82.1% | -80.2% | +0.8% |
| All | +25.1% | -4.4% | +29.5% | +24.8% |
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