+47.5%
FITB vs VEEV
-4.9%
+52.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.5% |
| 6M | +17.3% | +93.6% | -76.3% | +2.4% |
| YTD | +19.3% | +35.1% | -15.8% | +11.6% |
| 1Y | +32.7% | +3.4% | +29.3% | +31.5% |
| 3Y | +141.6% | +81.4% | +60.2% | +105.9% |
| All | +47.5% | -4.9% | +52.4% | +30.5% |
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