-14.8%
VEEV vs PFG
+109.8%
-124.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.2% |
| 7D | -7.1% | +3.2% | -10.3% | -8.3% |
| 30D | +11.1% | +0.9% | +10.2% | +10.6% |
| 3M | +55.5% | +7.7% | +47.8% | +50.8% |
| 6M | +33.4% | +29.0% | +4.4% | +20.2% |
| YTD | +16.8% | +32.5% | -15.6% | +4.0% |
| 1Y | -7.7% | +47.3% | -55.0% | -21.5% |
| 3Y | +18.4% | +68.2% | -49.9% | -6.8% |
| 5Y | -14.8% | +108.5% | -123.3% | -39.5% |
| All | -14.8% | +109.8% | -124.6% | -39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling