+338.6%
SPGI vs VEEV
+676.3%
-337.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.4% |
| 7D | -1.4% | -1.9% | +0.5% | -0.8% |
| 30D | +15.3% | +3.0% | +12.2% | +14.2% |
| 3M | +16.5% | +28.8% | -12.3% | +7.8% |
| 6M | +19.8% | +91.3% | -71.5% | -1.3% |
| YTD | -3.2% | +36.5% | -39.8% | -12.8% |
| 1Y | +1.8% | +1.9% | -0.1% | -0.8% |
| 3Y | +30.6% | +84.6% | -54.0% | +4.3% |
| 5Y | +16.0% | -2.6% | +18.6% | +7.4% |
| 10Y | +338.6% | +669.4% | -330.8% | +145.8% |
| All | +338.6% | +676.3% | -337.7% | +145.8% |
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 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