+640.3%
VEEV vs GEN
+240.2%
+400.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -2.6% |
| 7D | -0.6% | -1.2% | +0.6% | -0.2% |
| 30D | +28.8% | +10.1% | +18.7% | +25.1% |
| 3M | +54.0% | +16.1% | +37.9% | +47.3% |
| 6M | +46.0% | +38.9% | +7.1% | +32.0% |
| YTD | +23.2% | +14.4% | +8.8% | +17.8% |
| 1Y | +1.9% | +5.9% | -4.0% | -0.6% |
| 3Y | +27.0% | +58.8% | -31.8% | +8.6% |
| 5Y | -13.4% | +24.7% | -38.1% | -22.4% |
| 10Y | +575.2% | +163.1% | +412.2% | +358.2% |
| All | +640.3% | +240.2% | +400.1% | +351.8% |
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