+25.1%
VEEV vs IP
+21.5%
+3.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.2% | -5.5% | -3.4% |
| 7D | -0.6% | -5.3% | +4.7% | -0.2% |
| 30D | +28.8% | -10.9% | +39.7% | +29.9% |
| 3M | +54.0% | +11.2% | +42.9% | +51.9% |
| 6M | +46.0% | -10.2% | +56.2% | +46.2% |
| YTD | +23.2% | -2.0% | +25.2% | +22.3% |
| 1Y | +1.9% | -19.1% | +21.0% | +3.2% |
| All | +25.1% | +21.5% | +3.6% | +14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling