+79.9%
IVV vs VEEV
+23.5%
+56.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | 0.0% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | +0.1% | +28.8% | -28.8% | -3.3% |
| 3M | +2.0% | +54.0% | -52.0% | -3.9% |
| 6M | +13.0% | +46.0% | -32.9% | +7.2% |
| YTD | +13.6% | +23.2% | -9.6% | +10.5% |
| 1Y | +20.1% | +1.9% | +18.2% | +20.2% |
| All | +79.9% | +23.5% | +56.4% | +72.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling