-6.1%
VEEV vs PFG
+49.5%
-55.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.1% |
| 7D | -4.6% | -0.4% | -4.2% | -4.4% |
| 30D | +8.6% | +2.9% | +5.8% | +7.5% |
| 3M | +62.4% | +6.7% | +55.7% | +57.9% |
| 6M | +40.3% | +33.8% | +6.5% | +26.2% |
| YTD | +17.5% | +35.0% | -17.4% | +6.2% |
| 1Y | -6.1% | +46.4% | -52.5% | -15.1% |
| All | -6.1% | +49.5% | -55.6% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling