+734.5%
VEEV vs IP
+40.1%
+694.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.8% | +0.8% |
| 7D | -0.1% | -5.0% | +4.9% | +1.1% |
| 30D | +9.4% | +6.5% | +2.8% | +7.7% |
| 3M | +45.2% | -18.0% | +63.3% | +51.5% |
| 6M | +81.1% | +10.3% | +70.8% | +74.6% |
| YTD | +38.9% | -9.9% | +48.8% | +39.2% |
| 1Y | +5.0% | -1.1% | +6.1% | +2.4% |
| 3Y | +59.4% | +13.0% | +46.4% | +42.2% |
| 5Y | -2.7% | -12.3% | +9.5% | -7.4% |
| 10Y | +726.1% | +26.8% | +699.2% | +508.2% |
| All | +734.5% | +40.1% | +694.4% | +450.5% |
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