+81.4%
VEEV vs S
+41.6%
+39.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -0.7% | +2.0% | -2.7% | -1.4% |
| 30D | +1.4% | -2.7% | +4.1% | +1.5% |
| 3M | +19.4% | -6.9% | +26.2% | +19.8% |
| 6M | +93.6% | +38.1% | +55.6% | +75.1% |
| YTD | +35.1% | +48.0% | -12.9% | +19.3% |
| 1Y | +3.4% | +34.5% | -31.1% | -7.3% |
| 3Y | +81.4% | +38.3% | +43.1% | +62.0% |
| All | +81.4% | +41.6% | +39.8% | +62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling