-8.6%
VEEV vs IRE
-82.8%
+74.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +10.2% | -14.0% | -3.6% |
| 7D | -5.2% | +58.9% | -64.1% | -4.8% |
| 30D | +14.9% | +17.2% | -2.3% | +15.1% |
| 3M | +58.4% | -58.6% | +117.0% | +59.5% |
| 6M | +35.5% | -23.5% | +58.9% | +35.3% |
| YTD | +18.6% | -47.4% | +66.1% | +17.6% |
| All | -8.6% | -82.8% | +74.2% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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