+16.7%
VEEV vs NTRS
+168.2%
-151.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.5% | +0.3% |
| 7D | -4.6% | +1.4% | -6.0% | -4.9% |
| 30D | +8.6% | -0.7% | +9.3% | +8.8% |
| 3M | +62.4% | +11.3% | +51.1% | +57.5% |
| 6M | +40.3% | +35.5% | +4.7% | +28.1% |
| YTD | +17.5% | +40.6% | -23.0% | +6.2% |
| 1Y | -6.1% | +49.2% | -55.3% | -16.7% |
| 3Y | +16.7% | +167.2% | -150.6% | -11.0% |
| All | +16.7% | +168.2% | -151.5% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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