-12.2%
VEEV vs IAG
+820.9%
-833.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.5% |
| 7D | -4.6% | -1.1% | -3.5% | -4.5% |
| 30D | +8.6% | +12.1% | -3.5% | +7.5% |
| 3M | +62.4% | +25.5% | +36.9% | +58.7% |
| 6M | +40.3% | -7.1% | +47.4% | +40.2% |
| YTD | +17.5% | +22.9% | -5.3% | +13.4% |
| 1Y | -6.1% | +83.3% | -89.5% | -13.8% |
| 3Y | +16.7% | +808.5% | -791.8% | -16.0% |
| All | -12.2% | +820.9% | -833.1% | -38.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling