+640.3%
VEEV vs IP
+52.4%
+587.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.2% | -5.5% | -3.8% |
| 7D | -0.6% | -5.3% | +4.7% | +0.6% |
| 30D | +28.8% | -10.9% | +39.7% | +32.0% |
| 3M | +54.0% | +11.2% | +42.9% | +48.8% |
| 6M | +46.0% | -10.2% | +56.2% | +47.6% |
| YTD | +23.2% | -2.0% | +25.2% | +21.3% |
| 1Y | +1.9% | -19.1% | +21.0% | +4.8% |
| 3Y | +27.0% | +20.9% | +6.2% | +11.8% |
| 5Y | -13.4% | -17.8% | +4.4% | -15.4% |
| 10Y | +575.2% | +23.5% | +551.7% | +416.9% |
| All | +640.3% | +52.4% | +587.9% | +379.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling