+154.4%
TRV vs VEEV
-14.2%
+168.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | -1.5% | -8.2% | +6.8% | -1.1% |
| 30D | -1.8% | +10.3% | -12.1% | -2.3% |
| 3M | +21.6% | +59.4% | -37.8% | +18.7% |
| 6M | +22.5% | +37.6% | -15.1% | +20.2% |
| YTD | +28.1% | +16.9% | +11.2% | +26.7% |
| 1Y | +37.0% | -5.0% | +42.0% | +36.9% |
| 3Y | +141.9% | +18.5% | +123.4% | +138.4% |
| All | +154.4% | -14.2% | +168.6% | +152.4% |
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