+16.7%
VEEV vs ZBRA
+35.9%
-19.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.1% |
| 7D | -4.6% | -3.4% | -1.2% | -3.9% |
| 30D | +8.6% | -7.4% | +16.0% | +10.5% |
| 3M | +62.4% | +57.5% | +4.9% | +45.0% |
| 6M | +40.3% | +64.0% | -23.7% | +23.5% |
| YTD | +17.5% | +44.3% | -26.7% | +6.1% |
| 1Y | -6.1% | +10.9% | -17.0% | -9.7% |
| 3Y | +16.7% | +37.5% | -20.8% | -0.6% |
| All | +16.7% | +35.9% | -19.2% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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