+463.0%
TRV vs VEEV
+586.3%
-123.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.9% | +0.5% |
| 7D | +0.2% | -7.1% | +7.3% | +0.8% |
| 30D | -2.3% | +11.1% | -13.5% | -3.3% |
| 3M | +22.7% | +55.5% | -32.8% | +18.0% |
| 6M | +21.9% | +33.4% | -11.4% | +18.5% |
| YTD | +27.5% | +16.8% | +10.6% | +25.1% |
| 1Y | +36.2% | -7.7% | +44.0% | +36.3% |
| 3Y | +140.6% | +18.4% | +122.2% | +133.6% |
| 5Y | +154.5% | -14.8% | +169.3% | +151.5% |
| 10Y | +295.4% | +546.5% | -251.1% | +219.1% |
| All | +463.0% | +586.3% | -123.3% | +344.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling