+722.3%
VEEV vs PTC
+616.0%
+106.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | +0.8% | +1.3% | -0.5% | +0.1% |
| 30D | +3.2% | +1.1% | +2.1% | +2.6% |
| 3M | +30.2% | +30.1% | 0.0% | +10.3% |
| 6M | +83.7% | +34.0% | +49.7% | +52.1% |
| YTD | +36.9% | +12.8% | +24.1% | +24.2% |
| 1Y | +3.3% | +10.7% | -7.4% | -5.4% |
| 3Y | +85.1% | +29.6% | +55.5% | +49.3% |
| 5Y | -2.6% | +63.5% | -66.2% | -31.6% |
| 10Y | +676.7% | +316.7% | +360.0% | +189.6% |
| All | +722.3% | +616.0% | +106.2% | +155.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling