+34.3%
TRV vs VEEV
+2.5%
+31.8%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.3% | +1.9% | -1.2% |
| 7D | -0.1% | -0.6% | +0.4% | -0.1% |
| 30D | -3.4% | +28.8% | -32.3% | -4.5% |
| 3M | +26.4% | +54.0% | -27.6% | +23.4% |
| 6M | +19.3% | +46.0% | -26.7% | +16.7% |
| YTD | +28.3% | +23.2% | +5.1% | +26.7% |
| 1Y | +34.3% | +1.9% | +32.4% | +33.8% |
| All | +34.3% | +2.5% | +31.8% | +33.8% |
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 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