+16.7%
VEEV vs TDY
+46.9%
-30.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.3% |
| 7D | -4.6% | -1.1% | -3.5% | -4.4% |
| 30D | +8.6% | -12.0% | +20.7% | +11.3% |
| 3M | +62.4% | -3.2% | +65.6% | +62.6% |
| 6M | +40.3% | -7.9% | +48.1% | +41.9% |
| YTD | +17.5% | +18.2% | -0.7% | +8.5% |
| 1Y | -6.1% | +6.7% | -12.8% | -10.0% |
| 3Y | +16.7% | +47.5% | -30.9% | -4.8% |
| All | +16.7% | +46.9% | -30.2% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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