-6.1%
VEEV vs IRM
+22.0%
-28.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | +0.4% |
| 7D | -4.6% | -1.4% | -3.2% | -4.6% |
| 30D | +8.6% | -7.4% | +16.0% | +8.9% |
| 3M | +62.4% | -7.4% | +69.8% | +62.6% |
| 6M | +40.3% | +8.7% | +31.6% | +36.9% |
| YTD | +17.5% | +40.9% | -23.4% | +7.1% |
| 1Y | -6.1% | +20.5% | -26.6% | -8.9% |
| All | -6.1% | +22.0% | -28.1% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 1y: compounded portfolio wealth divided by compounded IRM 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…
1y analysis · Full analysis span regression · 6 months rolling