+81.4%
VEEV vs FN
+96.4%
-15.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.3% | +7.0% | -0.2% |
| 7D | -0.7% | +0.3% | -1.0% | -0.7% |
| 30D | +1.4% | -16.5% | +17.9% | +1.7% |
| 3M | +19.4% | -42.1% | +61.5% | +20.8% |
| 6M | +93.6% | -52.9% | +146.5% | +97.8% |
| YTD | +35.1% | -28.0% | +63.0% | +30.7% |
| 1Y | +3.4% | -18.5% | +21.9% | -1.6% |
| 3Y | +81.4% | +93.9% | -12.5% | +34.6% |
| All | +81.4% | +96.4% | -15.0% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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