+543.1%
VEEV vs INCY
+54.2%
+488.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.0% |
| 7D | -4.6% | -4.2% | -0.4% | -3.3% |
| 30D | +8.6% | +0.6% | +8.1% | +8.3% |
| 3M | +62.4% | +12.6% | +49.8% | +55.8% |
| 6M | +40.3% | +28.3% | +11.9% | +28.4% |
| YTD | +17.5% | +23.0% | -5.4% | +8.7% |
| 1Y | -6.1% | +41.0% | -47.1% | -17.5% |
| 3Y | +16.7% | +88.6% | -71.9% | -9.9% |
| 5Y | -13.3% | +70.8% | -84.1% | -31.9% |
| All | +543.1% | +54.2% | +488.9% | +376.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 10y: compounded portfolio wealth divided by compounded INCY 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…
10y analysis · Full analysis span regression · 6 months rolling