-4.4%
VEEV vs IT
-42.2%
+37.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.6% |
| 7D | -0.7% | +1.1% | -1.8% | -1.2% |
| 30D | +1.4% | -1.8% | +3.3% | +1.1% |
| 3M | +19.4% | +4.8% | +14.5% | +15.2% |
| 6M | +93.6% | +33.0% | +60.6% | +66.5% |
| YTD | +35.1% | -23.8% | +58.9% | +43.9% |
| 1Y | +3.4% | -16.5% | +19.9% | +5.6% |
| 3Y | +81.4% | -53.6% | +135.0% | +133.0% |
| All | -4.4% | -42.2% | +37.8% | -1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling