+1.9%
VEEV vs IAG
+119.5%
-117.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -3.3% |
| 7D | -0.6% | -0.5% | 0.0% | -0.6% |
| 30D | +28.8% | +28.9% | 0.0% | +28.9% |
| 3M | +54.0% | +19.1% | +34.9% | +54.5% |
| 6M | +46.0% | -10.3% | +56.2% | +47.0% |
| YTD | +23.2% | +24.2% | -1.0% | +22.9% |
| 1Y | +1.9% | +116.5% | -114.6% | +0.5% |
| All | +1.9% | +119.5% | -117.6% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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