-13.8%
VEEV vs S
-72.3%
+58.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.5% | -3.1% |
| 7D | -5.2% | -5.8% | +0.7% | -3.5% |
| 30D | +14.9% | -9.2% | +24.1% | +18.1% |
| 3M | +58.4% | +23.4% | +35.0% | +49.2% |
| 6M | +35.5% | +36.9% | -1.5% | +23.3% |
| YTD | +18.6% | +29.5% | -10.9% | +9.5% |
| 1Y | -6.3% | +5.4% | -11.8% | -9.4% |
| 3Y | +20.2% | +14.7% | +5.5% | +6.4% |
| 5Y | -13.8% | -71.5% | +57.7% | -1.2% |
| All | -13.8% | -72.3% | +58.5% | -1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling