+48.3%
IEMG vs VEEV
-13.7%
+62.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.1% |
| 7D | -1.3% | -4.6% | +3.3% | -0.7% |
| 30D | +1.9% | +8.6% | -6.7% | +0.5% |
| 3M | +1.4% | +62.4% | -61.0% | -6.3% |
| 6M | +15.2% | +40.3% | -25.1% | +8.7% |
| YTD | +23.8% | +17.5% | +6.3% | +20.2% |
| 1Y | +30.7% | -6.1% | +36.8% | +31.9% |
| 3Y | +83.3% | +16.7% | +66.6% | +73.9% |
| All | +48.3% | -13.7% | +62.0% | +41.9% |
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