-12.2%
VEEV vs QSR
+40.5%
-52.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | -4.6% | -4.0% | -0.6% | -3.0% |
| 30D | +8.6% | +2.8% | +5.9% | +7.2% |
| 3M | +62.4% | +5.1% | +57.3% | +58.9% |
| 6M | +40.3% | +8.8% | +31.5% | +34.6% |
| YTD | +17.5% | +14.8% | +2.7% | +10.2% |
| 1Y | -6.1% | +25.7% | -31.8% | -16.0% |
| 3Y | +16.7% | +27.5% | -10.9% | -1.3% |
| All | -12.2% | +40.5% | -52.8% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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