+83.3%
VEEV vs LTH
+249.2%
-165.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -1.9% | +0.3% | -2.2% | -1.9% |
| 30D | +3.0% | +17.7% | -14.7% | +0.7% |
| 3M | +28.8% | +8.5% | +20.4% | +27.2% |
| 6M | +91.3% | +46.9% | +44.3% | +80.6% |
| YTD | +36.5% | +78.8% | -42.3% | +24.1% |
| 1Y | +1.9% | +84.9% | -83.0% | -7.9% |
| All | +83.3% | +249.2% | -165.8% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 3y: compounded portfolio wealth divided by compounded LTH 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…
3y analysis · Full analysis span regression · 6 months rolling