+1.9%
VEEV vs TRI
-38.3%
+40.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.4% | +2.2% | -0.8% |
| 7D | -0.6% | -0.5% | -0.1% | -0.4% |
| 30D | +28.8% | +7.9% | +21.0% | +24.7% |
| 3M | +54.0% | +24.1% | +30.0% | +38.9% |
| 6M | +46.0% | +3.8% | +42.1% | +38.2% |
| YTD | +23.2% | -16.9% | +40.1% | +19.3% |
| 1Y | +1.9% | -38.4% | +40.3% | +2.7% |
| All | +1.9% | -38.3% | +40.1% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling