+1,418.0%
QLD vs VEEV
+699.2%
+718.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.9% | +5.9% | +6.3% |
| 7D | -1.4% | -0.2% | -1.2% | -1.3% |
| 30D | -19.6% | +3.5% | -23.0% | -21.4% |
| 3M | -14.1% | +32.9% | -47.1% | -29.4% |
| 6M | -13.6% | +84.2% | -97.8% | -44.1% |
| YTD | +12.5% | +37.3% | -24.7% | -13.4% |
| 1Y | +13.1% | +3.9% | +9.2% | +4.2% |
| 3Y | +154.7% | +83.9% | +70.8% | +47.7% |
| 5Y | +81.1% | -4.3% | +85.4% | +62.1% |
| 10Y | +1,418.0% | +669.1% | +748.9% | +345.6% |
| All | +1,418.0% | +699.2% | +718.8% | +345.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling