+602.3%
VEEV vs TRI
+276.6%
+325.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.8% |
| 7D | -8.2% | -14.4% | +6.1% | -0.2% |
| 30D | +10.3% | -8.1% | +18.4% | +15.3% |
| 3M | +59.4% | +17.5% | +41.8% | +44.3% |
| 6M | +37.6% | -5.0% | +42.5% | +38.7% |
| YTD | +16.9% | -24.7% | +41.6% | +32.6% |
| 1Y | -5.0% | -41.5% | +36.5% | +23.6% |
| 3Y | +18.5% | -20.3% | +38.8% | +22.4% |
| 5Y | -13.8% | -10.9% | -2.9% | -18.4% |
| 10Y | +547.0% | +190.6% | +356.4% | +216.2% |
| All | +602.3% | +276.6% | +325.7% | +239.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling