+713.8%
VEEV vs GEN
+229.5%
+484.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | +0.2% |
| 7D | -2.5% | -3.0% | +0.5% | -1.6% |
| 30D | +0.3% | +24.7% | -24.4% | -6.9% |
| 3M | +25.2% | +4.1% | +21.1% | +22.4% |
| 6M | +89.7% | +36.0% | +53.7% | +71.3% |
| YTD | +35.5% | +10.9% | +24.6% | +29.4% |
| 1Y | +1.8% | +12.2% | -10.3% | -3.2% |
| 3Y | +83.2% | +63.3% | +19.9% | +54.1% |
| 5Y | -4.8% | +29.0% | -33.8% | -16.3% |
| 10Y | +663.5% | +147.5% | +516.0% | +422.0% |
| All | +713.8% | +229.5% | +484.3% | +396.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling