+612.7%
VEEV vs IAG
+337.2%
+275.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.8% | -1.9% | -3.6% |
| 7D | -5.2% | +4.3% | -9.4% | -5.4% |
| 30D | +14.9% | +9.8% | +5.1% | +14.2% |
| 3M | +58.4% | +28.9% | +29.4% | +55.5% |
| 6M | +35.5% | -7.6% | +43.1% | +35.3% |
| YTD | +18.6% | +22.0% | -3.3% | +15.9% |
| 1Y | -6.3% | +99.5% | -105.8% | -11.8% |
| 3Y | +20.2% | +818.3% | -798.1% | +0.1% |
| 5Y | -13.8% | +785.9% | -799.7% | -29.6% |
| 10Y | +542.0% | +381.1% | +160.9% | +426.7% |
| All | +612.7% | +337.2% | +275.5% | +511.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling