+16.0%
VEEV vs MTB
+113.5%
-97.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.4% | 0.0% |
| 7D | -8.2% | -0.4% | -7.8% | -8.1% |
| 30D | +10.3% | -4.6% | +14.9% | +11.3% |
| 3M | +59.4% | +7.4% | +51.9% | +56.9% |
| 6M | +37.6% | +18.7% | +18.9% | +32.1% |
| YTD | +16.9% | +21.1% | -4.2% | +11.6% |
| 1Y | -5.0% | +24.1% | -29.0% | -9.9% |
| All | +16.0% | +113.5% | -97.4% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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