+16.7%
VEEV vs IBN
+27.4%
-10.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.3% | +0.4% |
| 7D | -4.6% | -3.0% | -1.6% | -4.3% |
| 30D | +8.6% | -1.5% | +10.2% | +8.8% |
| 3M | +62.4% | +7.9% | +54.5% | +61.2% |
| 6M | +40.3% | +8.6% | +31.6% | +39.2% |
| YTD | +17.5% | -0.6% | +18.1% | +17.6% |
| 1Y | -6.1% | -7.3% | +1.2% | -5.6% |
| 3Y | +16.7% | +26.2% | -9.5% | +11.9% |
| All | +16.7% | +27.4% | -10.8% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling