+5.8%
VEEV vs IT
-17.9%
+23.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +1.0% | +1.9% |
| 7D | -2.3% | -5.5% | +3.2% | -0.9% |
| 30D | +9.6% | +10.3% | -0.8% | +4.5% |
| 3M | +46.6% | +11.5% | +35.1% | +38.6% |
| 6M | +82.5% | +40.3% | +42.2% | +55.5% |
| YTD | +39.2% | -17.9% | +57.0% | +31.3% |
| 1Y | +5.8% | -8.8% | +14.6% | +1.1% |
| All | +5.8% | -17.9% | +23.7% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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