-11.2%
VEEV vs FN
+289.0%
-300.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.1% | -6.4% | -3.6% |
| 7D | -0.6% | -1.7% | +1.1% | -0.4% |
| 30D | +28.8% | -22.0% | +50.8% | +31.5% |
| 3M | +54.0% | -43.0% | +97.0% | +62.4% |
| 6M | +46.0% | -27.7% | +73.7% | +45.8% |
| YTD | +23.2% | -10.5% | +33.7% | +17.2% |
| 1Y | +1.9% | +12.5% | -10.6% | -8.2% |
| 3Y | +27.0% | +153.8% | -126.8% | -13.2% |
| All | -11.2% | +289.0% | -300.2% | -50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling