+13.9%
IEMG vs VEEV
+6.7%
+7.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +1.0% |
| 7D | -3.1% | -2.3% | -0.8% | -3.2% |
| 30D | -10.3% | +9.6% | -19.9% | -10.1% |
| 3M | -6.6% | +46.6% | -53.2% | -5.3% |
| 6M | -3.9% | +82.5% | -86.4% | -1.6% |
| YTD | +12.4% | +39.2% | -26.8% | +16.8% |
| 1Y | +13.9% | +5.8% | +8.1% | +20.7% |
| All | +13.9% | +6.7% | +7.1% | +20.7% |
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