+36.4%
EWZ vs VEEV
-5.1%
+41.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.7% | +5.7% | +1.9% |
| 7D | +5.6% | -5.2% | +10.7% | +5.5% |
| 30D | +9.3% | +14.9% | -5.7% | +9.5% |
| 3M | +15.7% | +58.4% | -42.7% | +15.8% |
| 6M | +7.4% | +35.5% | -28.0% | +8.3% |
| YTD | +22.7% | +18.6% | +4.0% | +24.9% |
| 1Y | +36.4% | -6.3% | +42.7% | +42.4% |
| All | +36.4% | -5.1% | +41.5% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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