+612.7%
VEEV vs FTI
+97.6%
+515.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.1% | -1.6% | -3.5% |
| 7D | -5.2% | -0.2% | -5.0% | -5.1% |
| 30D | +14.9% | +12.3% | +2.6% | +13.4% |
| 3M | +58.4% | +13.8% | +44.6% | +55.8% |
| 6M | +35.5% | +24.3% | +11.2% | +31.7% |
| YTD | +18.6% | +75.8% | -57.1% | +10.6% |
| 1Y | -6.3% | +99.6% | -106.0% | -14.1% |
| 3Y | +20.2% | +278.4% | -258.2% | +0.8% |
| 5Y | -13.8% | +1,168.7% | -1,182.5% | -38.6% |
| 10Y | +542.0% | +297.5% | +244.5% | +411.4% |
| All | +612.7% | +97.6% | +515.1% | +529.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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