-6.1%
VEEV vs GFI
+29.3%
-35.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.5% |
| 7D | -4.6% | -2.7% | -1.9% | -4.6% |
| 30D | +8.6% | +13.2% | -4.6% | +8.6% |
| 3M | +62.4% | +28.5% | +33.9% | +62.4% |
| 6M | +40.3% | -6.2% | +46.4% | +39.9% |
| YTD | +17.5% | +8.7% | +8.8% | +16.3% |
| 1Y | -6.1% | +24.8% | -31.0% | -7.3% |
| All | -6.1% | +29.3% | -35.4% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1y: compounded portfolio wealth divided by compounded GFI 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…
1y analysis · Full analysis span regression · 6 months rolling