+640.3%
VEEV vs PTC
+413.7%
+226.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.0% | +2.8% | 0.0% |
| 7D | -0.6% | -10.3% | +9.7% | +5.4% |
| 30D | +28.8% | +1.1% | +27.7% | +28.3% |
| 3M | +54.0% | +1.6% | +52.4% | +51.8% |
| 6M | +46.0% | -13.5% | +59.4% | +56.9% |
| YTD | +23.2% | -19.1% | +42.3% | +37.3% |
| 1Y | +1.9% | -33.9% | +35.7% | +25.9% |
| 3Y | +27.0% | -3.9% | +30.9% | +23.4% |
| 5Y | -13.4% | +6.0% | -19.4% | -21.5% |
| 10Y | +575.2% | +223.7% | +351.5% | +193.3% |
| All | +640.3% | +413.7% | +226.6% | +182.3% |
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