-13.8%
VEEV vs FND
-62.8%
+49.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.5% |
| 7D | -8.2% | -5.1% | -3.1% | -6.8% |
| 30D | +10.3% | -22.5% | +32.8% | +18.8% |
| 3M | +59.4% | -5.0% | +64.4% | +59.8% |
| 6M | +37.6% | -21.5% | +59.1% | +45.2% |
| YTD | +16.9% | -23.0% | +39.9% | +23.2% |
| 1Y | -5.0% | -44.9% | +39.9% | +11.1% |
| 3Y | +18.5% | -50.0% | +68.4% | +33.7% |
| 5Y | -13.8% | -63.3% | +49.5% | +2.3% |
| All | -13.8% | -62.8% | +49.0% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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