-5.2%
VEEV vs FN
+170.4%
-175.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +11.7% | -13.7% | -3.1% |
| 7D | -2.9% | 0.0% | -2.9% | -3.3% |
| 30D | +7.5% | -34.3% | +41.8% | +11.4% |
| 3M | +39.5% | -39.9% | +79.3% | +44.9% |
| 6M | +81.5% | -51.8% | +133.3% | +91.4% |
| YTD | +36.1% | -28.1% | +64.2% | +31.0% |
| 1Y | +4.3% | -29.1% | +33.4% | +0.1% |
| 3Y | +54.8% | +102.4% | -47.6% | +6.3% |
| All | -5.2% | +170.4% | -175.6% | -47.4% |
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