+69.8%
FITB vs VEEV
-14.9%
+84.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | -1.0% | -8.2% | +7.2% | +0.5% |
| 30D | -5.5% | +10.3% | -15.8% | -7.5% |
| 3M | +4.1% | +59.4% | -55.3% | -5.2% |
| 6M | +18.7% | +37.6% | -18.9% | +10.7% |
| YTD | +18.2% | +16.9% | +1.3% | +13.7% |
| 1Y | +23.7% | -5.0% | +28.6% | +24.0% |
| 3Y | +130.8% | +18.5% | +112.3% | +115.1% |
| 5Y | +69.8% | -13.8% | +83.6% | +55.1% |
| All | +69.8% | -14.9% | +84.6% | +55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling