+678.4%
VEEV vs IP
+26.3%
+652.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.2% |
| 7D | -2.9% | -5.1% | +2.1% | -2.0% |
| 30D | +7.5% | +8.5% | -1.0% | +5.8% |
| 3M | +39.5% | -13.8% | +53.3% | +43.0% |
| 6M | +81.5% | +5.7% | +75.8% | +77.7% |
| YTD | +36.1% | -9.1% | +45.2% | +36.1% |
| 1Y | +4.3% | -0.8% | +5.1% | +2.2% |
| 3Y | +54.8% | +14.8% | +40.0% | +40.7% |
| 5Y | -4.7% | -11.5% | +6.8% | -8.6% |
| All | +678.4% | +26.3% | +652.1% | +626.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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