+206.5%
FITB vs VEEV
+656.9%
-450.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | +2.8% | -0.7% | +3.5% | +2.9% |
| 30D | +9.8% | +1.4% | +8.4% | +9.5% |
| 3M | -5.2% | +19.4% | -24.5% | -8.4% |
| 6M | +17.3% | +93.6% | -76.3% | +3.3% |
| YTD | +19.3% | +35.1% | -15.8% | +11.6% |
| 1Y | +32.7% | +3.4% | +29.3% | +30.5% |
| 3Y | +141.6% | +81.4% | +60.2% | +110.0% |
| 5Y | +48.9% | -5.1% | +53.9% | +40.5% |
| All | +206.5% | +656.9% | -450.4% | +84.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling