+669.1%
VEEV vs IP
+31.6%
+637.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.0% | +0.3% |
| 7D | -0.2% | -3.0% | +2.8% | +0.4% |
| 30D | +3.5% | +10.6% | -7.1% | +1.4% |
| 3M | +32.9% | -13.6% | +46.5% | +36.2% |
| 6M | +84.2% | +10.4% | +73.8% | +78.9% |
| YTD | +37.3% | -6.5% | +43.7% | +36.5% |
| 1Y | +3.9% | -2.1% | +6.0% | +2.2% |
| 3Y | +83.9% | +22.0% | +61.9% | +64.7% |
| 5Y | -4.3% | -9.7% | +5.4% | -8.5% |
| 10Y | +669.1% | +26.8% | +642.3% | +624.9% |
| All | +669.1% | +31.6% | +637.5% | +624.9% |
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