-14.8%
VEEV vs GEN
+20.0%
-34.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.4% | -1.5% |
| 7D | -7.1% | -2.9% | -4.2% | -6.0% |
| 30D | +11.1% | +2.1% | +9.1% | +10.4% |
| 3M | +55.5% | +19.7% | +35.8% | +46.4% |
| 6M | +33.4% | +33.3% | +0.1% | +20.9% |
| YTD | +16.8% | +11.1% | +5.7% | +11.8% |
| 1Y | -7.7% | +3.0% | -10.7% | -9.9% |
| 3Y | +18.4% | +57.9% | -39.5% | +1.2% |
| 5Y | -14.8% | +20.6% | -35.4% | -25.9% |
| All | -14.8% | +20.0% | -34.8% | -25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling