+16.0%
VEEV vs Z
-37.2%
+53.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.3% |
| 7D | -7.1% | -7.1% | 0.0% | -5.3% |
| 30D | +11.1% | -4.8% | +15.9% | +12.5% |
| 3M | +55.5% | -9.3% | +64.9% | +58.8% |
| 6M | +33.4% | -29.0% | +62.3% | +43.4% |
| YTD | +16.8% | -52.9% | +69.7% | +36.2% |
| 1Y | -7.7% | -63.1% | +55.4% | +12.2% |
| All | +16.0% | -37.2% | +53.2% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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