-6.1%
VEEV vs USFR
+4.1%
-10.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.7% |
| 7D | -4.6% | +0.1% | -4.8% | -4.2% |
| 30D | +8.6% | +0.4% | +8.3% | +9.2% |
| 3M | +62.4% | +1.0% | +61.4% | +63.1% |
| 6M | +40.3% | +2.0% | +38.3% | +52.0% |
| YTD | +17.5% | +2.8% | +14.8% | +39.8% |
| 1Y | -6.1% | +4.1% | -10.2% | +31.4% |
| All | -6.1% | +4.1% | -10.2% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 USFR 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