+717.4%
VEEV vs FN
+1,895.9%
-1,178.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +11.7% | -13.7% | -4.0% |
| 7D | -2.9% | 0.0% | -2.9% | -3.6% |
| 30D | +7.5% | -34.3% | +41.8% | +14.3% |
| 3M | +39.5% | -39.9% | +79.3% | +48.9% |
| 6M | +81.5% | -51.8% | +133.3% | +97.3% |
| YTD | +36.1% | -28.1% | +64.2% | +31.4% |
| 1Y | +4.3% | -29.1% | +33.4% | +0.3% |
| 3Y | +54.8% | +102.4% | -47.6% | +4.9% |
| 5Y | -4.7% | +171.7% | -176.4% | -42.9% |
| 10Y | +709.1% | +773.5% | -64.4% | +243.8% |
| All | +717.4% | +1,895.9% | -1,178.6% | +190.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling