+81.4%
VEEV vs GEN
+67.9%
+13.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -1.1% |
| 7D | -0.7% | +2.0% | -2.8% | -1.5% |
| 30D | +1.4% | +27.7% | -26.3% | -7.7% |
| 3M | +19.4% | +3.3% | +16.1% | +17.5% |
| 6M | +93.6% | +31.8% | +61.8% | +74.3% |
| YTD | +35.1% | +13.5% | +21.6% | +26.2% |
| 1Y | +3.4% | +16.0% | -12.7% | -4.1% |
| 3Y | +81.4% | +70.6% | +10.8% | +46.9% |
| All | +81.4% | +67.9% | +13.5% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling