-12.2%
VEEV vs IT
-42.9%
+30.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.3% | -4.7% | -1.6% |
| 7D | -4.6% | -3.7% | -0.9% | -3.2% |
| 30D | +8.6% | +0.1% | +8.6% | +8.5% |
| 3M | +62.4% | +20.7% | +41.7% | +47.5% |
| 6M | +40.3% | +12.0% | +28.3% | +30.8% |
| YTD | +17.5% | -28.8% | +46.4% | +30.6% |
| 1Y | -6.1% | -25.5% | +19.4% | +1.4% |
| 3Y | +16.7% | -48.8% | +65.4% | +40.0% |
| All | -12.2% | -42.9% | +30.7% | -7.9% |
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