-4.4%
VEEV vs PBF
+419.4%
-423.9%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.3% |
| 7D | -0.7% | +6.5% | -7.2% | -1.1% |
| 30D | +1.4% | -20.0% | +21.4% | +2.6% |
| 3M | +19.4% | -3.3% | +22.7% | +19.1% |
| 6M | +93.6% | +76.8% | +16.8% | +85.1% |
| YTD | +35.1% | +168.9% | -133.9% | +24.7% |
| 1Y | +3.4% | +96.4% | -93.0% | -2.4% |
| 3Y | +81.4% | +77.2% | +4.2% | +67.5% |
| All | -4.4% | +419.4% | -423.9% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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