+16.7%
VEEV vs NVT
+190.9%
-174.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.1% |
| 7D | -4.6% | +4.1% | -8.7% | -5.0% |
| 30D | +8.6% | -5.1% | +13.8% | +9.1% |
| 3M | +62.4% | -1.2% | +63.6% | +61.4% |
| 6M | +40.3% | +46.6% | -6.3% | +29.2% |
| YTD | +17.5% | +60.0% | -42.4% | +6.0% |
| 1Y | -6.1% | +70.8% | -76.9% | -16.7% |
| 3Y | +16.7% | +187.5% | -170.9% | -12.8% |
| All | +16.7% | +190.9% | -174.2% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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