+20.2%
VEEV vs PTC
-8.0%
+28.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.5% | +1.8% | -1.1% |
| 7D | -5.2% | -12.8% | +7.6% | +1.3% |
| 30D | +14.9% | -9.8% | +24.7% | +21.1% |
| 3M | +58.4% | -2.1% | +60.4% | +59.3% |
| 6M | +35.5% | -18.1% | +53.6% | +47.1% |
| YTD | +18.6% | -23.5% | +42.1% | +32.2% |
| 1Y | -6.3% | -37.4% | +31.0% | +12.0% |
| 3Y | +20.2% | -7.2% | +27.4% | +13.0% |
| All | +20.2% | -8.0% | +28.2% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling