+671.4%
VEEV vs IP
+23.9%
+647.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | +0.8% | 0.0% | +0.7% | +0.7% |
| 30D | +3.2% | +9.4% | -6.2% | +1.3% |
| 3M | +30.2% | -14.1% | +44.2% | +33.5% |
| 6M | +83.7% | +9.2% | +74.5% | +78.8% |
| YTD | +36.9% | -7.5% | +44.4% | +36.4% |
| 1Y | +3.3% | -2.8% | +6.1% | +1.7% |
| 3Y | +85.1% | +21.2% | +63.9% | +65.9% |
| 5Y | -2.6% | -11.5% | +8.9% | -6.6% |
| All | +671.4% | +23.9% | +647.5% | +592.8% |
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