-16.1%
VEEV vs S
-57.7%
+41.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -7.1% | -1.2% | -5.9% | -6.8% |
| 30D | +11.1% | -12.6% | +23.7% | +15.3% |
| 3M | +55.5% | +27.6% | +28.0% | +45.5% |
| 6M | +33.4% | +35.5% | -2.1% | +22.1% |
| YTD | +16.8% | +29.6% | -12.8% | +8.1% |
| 1Y | -7.7% | +8.1% | -15.9% | -11.2% |
| 3Y | +18.4% | +14.8% | +3.6% | +5.4% |
| 5Y | -14.8% | -70.6% | +55.8% | -5.4% |
| All | -16.1% | -57.7% | +41.6% | -10.7% |
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