-2.6%
VEEV vs LTH
+143.1%
-145.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -1.9% | +0.3% | -2.2% | -2.0% |
| 30D | +3.0% | +17.7% | -14.7% | -1.0% |
| 3M | +28.8% | +8.5% | +20.4% | +25.9% |
| 6M | +91.3% | +46.9% | +44.3% | +73.2% |
| YTD | +36.5% | +78.8% | -42.3% | +16.6% |
| 1Y | +1.9% | +84.9% | -83.0% | -13.8% |
| 3Y | +84.6% | +246.4% | -161.7% | +25.5% |
| 5Y | -2.6% | +129.6% | -132.2% | -35.4% |
| All | -2.6% | +143.1% | -145.7% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling