+612.7%
VEEV vs IBN
+442.7%
+170.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.5% | -1.2% | -3.1% |
| 7D | -5.2% | -2.2% | -3.0% | -4.7% |
| 30D | +14.9% | -2.3% | +17.2% | +15.5% |
| 3M | +58.4% | +15.9% | +42.5% | +52.9% |
| 6M | +35.5% | +5.6% | +29.9% | +33.4% |
| YTD | +18.6% | -0.1% | +18.7% | +18.2% |
| 1Y | -6.3% | -6.5% | +0.2% | -5.3% |
| 3Y | +20.2% | +29.3% | -9.1% | +11.0% |
| 5Y | -13.8% | +56.6% | -70.4% | -24.2% |
| 10Y | +542.0% | +314.4% | +227.7% | +333.0% |
| All | +612.7% | +442.7% | +170.0% | +319.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling