+30.3%
SCHD vs VEEV
+2.5%
+27.8%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.3% | +2.5% | -0.8% |
| 7D | -0.3% | -0.6% | +0.3% | -0.3% |
| 30D | +3.4% | +28.8% | -25.4% | +3.2% |
| 3M | +7.6% | +54.0% | -46.4% | +7.3% |
| 6M | +12.2% | +46.0% | -33.8% | +11.8% |
| YTD | +29.0% | +23.2% | +5.7% | +28.3% |
| 1Y | +30.3% | +1.9% | +28.4% | +30.9% |
| All | +30.3% | +2.5% | +27.8% | +30.9% |
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 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