+711.4%
VEEV vs GEN
+237.4%
+474.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -1.0% |
| 7D | -0.7% | +2.0% | -2.8% | -1.4% |
| 30D | +1.4% | +27.7% | -26.3% | -6.5% |
| 3M | +19.4% | +3.3% | +16.1% | +16.9% |
| 6M | +93.6% | +31.8% | +61.8% | +76.6% |
| YTD | +35.1% | +13.5% | +21.6% | +28.0% |
| 1Y | +3.4% | +16.0% | -12.7% | -2.7% |
| 3Y | +81.4% | +70.6% | +10.8% | +50.6% |
| 5Y | -5.1% | +32.1% | -37.2% | -17.2% |
| 10Y | +661.2% | +153.4% | +507.8% | +416.7% |
| All | +711.4% | +237.4% | +474.0% | +391.1% |
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