-12.2%
VEEV vs INDA
+5.7%
-17.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | -0.1% |
| 7D | -4.6% | -2.7% | -1.9% | -2.9% |
| 30D | +8.6% | -2.8% | +11.4% | +10.6% |
| 3M | +62.4% | +1.6% | +60.8% | +60.6% |
| 6M | +40.3% | -1.4% | +41.7% | +41.0% |
| YTD | +17.5% | -10.1% | +27.7% | +25.9% |
| 1Y | -6.1% | -8.8% | +2.7% | -0.6% |
| 3Y | +16.7% | +7.6% | +9.1% | +2.8% |
| All | -12.2% | +5.7% | -17.9% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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