+602.3%
VEEV vs MKTX
+179.1%
+423.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -8.2% | -0.2% | -8.1% | -8.2% |
| 30D | +10.3% | +0.8% | +9.5% | +10.0% |
| 3M | +59.4% | +41.1% | +18.2% | +38.9% |
| 6M | +37.6% | -9.5% | +47.1% | +40.2% |
| YTD | +16.9% | -8.7% | +25.6% | +18.5% |
| 1Y | -5.0% | -10.0% | +5.0% | -3.7% |
| 3Y | +18.5% | -24.6% | +43.1% | +21.9% |
| 5Y | -13.8% | -60.3% | +46.5% | +11.7% |
| 10Y | +547.0% | +5.0% | +541.9% | +484.2% |
| All | +602.3% | +179.1% | +423.3% | +250.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 all: compounded portfolio wealth divided by compounded MKTX 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…
all analysis · Full analysis span regression · 6 months rolling