+16.0%
VEEV vs SPG
+106.5%
-90.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -0.9% |
| 7D | -7.1% | -1.7% | -5.4% | -6.7% |
| 30D | +11.1% | -6.3% | +17.4% | +13.1% |
| 3M | +55.5% | -2.4% | +58.0% | +56.7% |
| 6M | +33.4% | +9.6% | +23.7% | +29.5% |
| YTD | +16.8% | +14.2% | +2.6% | +11.9% |
| 1Y | -7.7% | +19.3% | -27.0% | -12.9% |
| All | +16.0% | +106.5% | -90.5% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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