-13.8%
VEEV vs IBB
+20.0%
-33.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.2% | -1.6% | -2.1% |
| 7D | -5.2% | -1.7% | -3.5% | -3.9% |
| 30D | +14.9% | +4.9% | +10.0% | +10.5% |
| 3M | +58.4% | +24.2% | +34.1% | +33.6% |
| 6M | +35.5% | +23.8% | +11.6% | +13.6% |
| YTD | +18.6% | +23.0% | -4.3% | -0.5% |
| 1Y | -6.3% | +46.2% | -52.5% | -32.7% |
| 3Y | +20.2% | +64.8% | -44.6% | -23.8% |
| 5Y | -13.8% | +20.9% | -34.7% | -31.8% |
| All | -13.8% | +20.0% | -33.8% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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