+23.9%
VEEV vs STZ
-47.2%
+71.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.2% |
| 7D | -0.6% | -1.9% | +1.3% | -0.5% |
| 30D | +28.8% | -1.9% | +30.7% | +28.9% |
| 3M | +54.0% | -6.2% | +60.3% | +54.3% |
| 6M | +46.0% | -14.0% | +60.0% | +46.3% |
| YTD | +23.2% | -5.1% | +28.4% | +21.6% |
| 1Y | +1.9% | -9.6% | +11.4% | +1.2% |
| All | +23.9% | -47.2% | +71.2% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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