-4.8%
VEEV vs FN
+194.5%
-199.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.3% | -0.4% |
| 7D | -2.5% | +20.8% | -23.3% | -4.3% |
| 30D | +0.3% | -17.3% | +17.6% | +1.6% |
| 3M | +25.2% | -38.1% | +63.3% | +29.9% |
| 6M | +89.7% | -44.2% | +133.9% | +96.6% |
| YTD | +35.5% | -22.3% | +57.8% | +29.4% |
| 1Y | +1.8% | -20.9% | +22.8% | -3.6% |
| 3Y | +83.2% | +111.1% | -27.9% | +26.2% |
| 5Y | -4.8% | +191.8% | -196.6% | -47.5% |
| All | -4.8% | +194.5% | -199.3% | -47.5% |
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