+99.8%
SLV vs VEEV
-3.2%
+103.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.4% |
| 7D | -1.1% | -1.9% | +0.8% | -0.9% |
| 30D | -14.2% | +3.0% | -17.2% | -14.4% |
| 3M | -20.3% | +28.8% | -49.1% | -22.2% |
| 6M | -40.2% | +91.3% | -131.5% | -43.8% |
| YTD | -27.6% | +36.5% | -64.1% | -29.8% |
| 1Y | +0.4% | +1.9% | -1.5% | +0.4% |
| 3Y | +129.4% | +84.6% | +44.7% | +111.1% |
| 5Y | +99.8% | -2.6% | +102.4% | +87.8% |
| All | +99.8% | -3.2% | +103.0% | +87.8% |
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