+546.5%
VEEV vs PTC
+196.2%
+350.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.3% | +1.8% | +0.2% |
| 7D | -7.1% | -13.6% | +6.5% | +0.3% |
| 30D | +11.1% | -14.7% | +25.8% | +21.1% |
| 3M | +55.5% | -5.9% | +61.4% | +59.7% |
| 6M | +33.4% | -21.1% | +54.5% | +50.3% |
| YTD | +16.8% | -26.0% | +42.8% | +36.2% |
| 1Y | -7.7% | -36.8% | +29.1% | +16.3% |
| 3Y | +18.4% | -10.3% | +28.6% | +19.3% |
| 5Y | -14.8% | +1.2% | -16.0% | -20.6% |
| 10Y | +546.5% | +198.3% | +348.2% | +234.1% |
| All | +546.5% | +196.2% | +350.3% | +234.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling