-2.7%
VEEV vs S
-51.5%
+48.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.3% | +5.5% | +0.9% |
| 7D | -2.5% | +4.1% | -6.5% | -3.7% |
| 30D | +0.3% | -7.2% | +7.4% | +1.6% |
| 3M | +25.2% | 0.0% | +25.3% | +23.5% |
| 6M | +89.7% | +41.6% | +48.1% | +69.5% |
| YTD | +35.5% | +48.6% | -13.1% | +19.0% |
| 1Y | +1.8% | +30.0% | -28.2% | -7.8% |
| 3Y | +83.2% | +42.2% | +41.0% | +52.0% |
| 5Y | -4.8% | -70.8% | +66.0% | +3.9% |
| All | -2.7% | -51.5% | +48.8% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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