-5.0%
VEEV vs FIVE
+69.1%
-74.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.4% | +0.2% |
| 7D | -8.2% | +0.6% | -8.8% | -8.3% |
| 30D | +10.3% | +3.0% | +7.3% | +9.6% |
| 3M | +59.4% | +23.2% | +36.2% | +55.8% |
| 6M | +37.6% | +9.2% | +28.4% | +35.3% |
| YTD | +16.9% | +28.1% | -11.2% | +13.8% |
| 1Y | -5.0% | +65.3% | -70.2% | -7.4% |
| All | -5.0% | +69.1% | -74.1% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 1y: compounded portfolio wealth divided by compounded FIVE 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…
1y analysis · Full analysis span regression · 6 months rolling