-4.4%
VEEV vs IP
-13.5%
+9.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.5% |
| 7D | -0.7% | -0.3% | -0.4% | -0.7% |
| 30D | +1.4% | +7.9% | -6.5% | +0.1% |
| 3M | +19.4% | -15.3% | +34.7% | +22.1% |
| 6M | +93.6% | +10.5% | +83.1% | +88.5% |
| YTD | +35.1% | -9.4% | +44.5% | +35.0% |
| 1Y | +3.4% | -4.6% | +8.0% | +2.1% |
| 3Y | +81.4% | +21.2% | +60.1% | +56.2% |
| All | -4.4% | -13.5% | +9.1% | -10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling