+172.7%
SLV vs VEEV
-15.0%
+187.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.8% | +2.4% |
| 7D | +2.8% | -7.1% | +9.9% | +3.5% |
| 30D | +2.2% | +11.1% | -8.9% | +1.1% |
| 3M | +2.9% | +55.5% | -52.6% | -1.4% |
| 6M | -22.4% | +33.4% | -55.8% | -24.6% |
| YTD | -5.7% | +16.8% | -22.6% | -7.3% |
| 1Y | +63.3% | -7.7% | +71.1% | +64.5% |
| 3Y | +189.0% | +18.4% | +170.6% | +178.2% |
| 5Y | +172.7% | -14.8% | +187.5% | +164.7% |
| All | +172.7% | -15.0% | +187.7% | +164.7% |
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