+29.7%
VEEV vs SN
+496.6%
-467.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.7% | -3.9% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | +14.9% | -5.6% | +20.5% | +15.9% |
| 3M | +58.4% | +48.1% | +10.3% | +49.7% |
| 6M | +35.5% | +57.6% | -22.2% | +26.6% |
| YTD | +18.6% | +56.5% | -37.9% | +10.8% |
| 1Y | -6.3% | +52.6% | -58.9% | -12.4% |
| 3Y | +20.2% | +412.0% | -391.8% | -2.1% |
| All | +29.7% | +496.6% | -467.0% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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